Tips, guides, and best practices for document collection, client onboarding, and file management.
How to set up SharePoint for an accounting firm: libraries, a folder template per client and year, permissions, retention, and getting client documents in.
Put your client upload page on your own subdomain, like uploads.yourfirm.com. Here's how a CNAME record works and how to add one at the main DNS providers.
Microsoft Forms won't take file uploads from people outside your organization. Here are three approaches that will, and how to choose between them.
Every document needed for a financial audit — organized by phase from planning through final review, with collection tips.
Clients and vendors need to send you files without browsing your library. See what each SharePoint option shows them and what your admin has to allow.
A complete accounting engagement letter template for tax, compilation, and advisory services — with every clause you need.
Microsoft is retiring the SharePoint one-time passcode, and older links can show access denied for clients without a guest account. One guest account per person brings their old links back.
Every document small business owners need for tax preparation — organized by entity type with filing deadlines and collection tips.
A complete tax organizer template that collects client answers and source documents in one step — replacing the 15-page PDF.
A complete bookkeeping engagement letter template with every clause you need — scope, fees, responsibilities, and liability limits.
Close the books in 5 business days with this step-by-step month-end checklist — from document collection through final review.
The complete document checklist for tax preparers — organized by client type with tips for collecting everything in one round.
Try File Request Pro free and start collecting files from clients in minutes.
Start Free Trial