Launched this week
ClientFileFlow
Collect, verify, and track every client file.
13 followers
Collect, verify, and track every client file.
13 followers
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.
