Automated document requests
Stop chasing clients for missing documents
Infile document requests replace the "just following up on those files" email with a secure, trackable workflow. Build a request from a template, send a passwordless upload link, and let automated reminders do the follow-up until every item is checked off.
Accounting firms use document requests for tax season intake, monthly bookkeeping, audit PBC lists, and engagement onboarding. Legal and financial teams use them for KYC packets, closing binders, and case evidence - all with the same dashboard view of who has submitted and who has not.
Everything you need for automated document requests
Purpose-built for firms that collect documents from clients every week - not once a year.
Custom request forms
Tailor every checklist to the engagement - add firm-specific disclosures, due dates, and required vs optional documents.
Automated reminders
Schedule gentle nudges before and after due dates. Clients get email prompts; you get notified when files arrive.
Bulk requests
Send the same tax organizer to your entire client list in one action. Each client gets a personal secure link and progress tracker.
Real-time tracking
See outstanding, in-review, and completed items per client. Filter by preparer, template, or due date during crunch time.
Secure file collection
Files upload over encrypted connections and stay in your firm workspace - not scattered across inboxes and personal drives.
Recurring requests
Set monthly or quarterly document cycles for bookkeeping and payroll clients without rebuilding the request each period.
Popular workflows with Infile
How professional service firms use this feature day to day.
Accounting & tax firms
Collect organizer responses, source documents, and signed engagement letters before prep begins.
Legal practices
Gather contracts, discovery materials, and client IDs with clear instructions and deadline tracking.
Financial services
Run KYC and AML document collection with audit-friendly status history.
HR & operations
Onboard employees and vendors with I-9s, certifications, and policy acknowledgments in one portal.
How it works in three steps
Choose a template
Pick from your library or start fresh. Add due dates, assignees, and internal notes visible only to your team.
Send secure links
Clients open a branded upload page from email - no account required. They see progress and what is still missing.
Review and close out
Get notified on each submission, approve or request re-uploads, and mark the request complete when ready for workpapers.
Replace the follow-up email loop with one link
Most firms lose hours every week to status-check emails. Document requests give clients a single place to respond and give your team a single place to monitor progress.
Reminders escalate politely on a schedule you control. When a client uploads a file, your team sees it immediately - no digging through forwarded threads or renamed attachments.
- Passwordless client access via secure magic links
- Per-item completion tracking with timestamps
- Internal notes and assignment per request
- Works alongside your existing email notifications
Built for tax season volume
Bulk-send organizers in January, watch completion rates climb through automated reminders, and prioritize outreach to clients who have not started. Analytics show which templates convert fastest so you refine next year's checklist.
Frequently asked questions
Answers to common questions about this topic.
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