ClientFileFlow
Collect, verify, and track every client file.
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ClientFileFlow - Collect, verify, and track every client file.

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ClientFileFlow turns recurring document collection into a precise, trackable workflow for bookkeeping and professional-services teams. Create account-and-period requests, send secure no-account upload links, automatically remind clients, detect duplicate or mismatched files, review exceptions, and monitor completion from one dashboard. It includes 25 ready-to-use templates across five professional industries, plus Google Drive export.

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Hi Product Hunt! 👋 I built ClientFileFlow after seeing how much time bookkeeping and professional-services teams lose chasing files across email, spreadsheets, and shared drives. The core idea is simple: every required document should belong to a specific client, account, and period—not a vague task. We’re launching with secure no-account client upload links, automated reminders, duplicate/date/account checks, a review queue, 25 ready-to-use industry templates, and Google Drive export. I’d love feedback from bookkeepers, accountants, immigration consultants, loan brokers, lawyers, and freelancers: what would make your recurring client-file collection process easier?