Document request templates
Create once, reuse across every client request
Infile templates let CPAs, bookkeepers, and professional service firms build reusable document checklists with conditional logic, file uploads, and custom fields - then send them to one client or fifty without rebuilding the form each time.
Stop copying email lists every tax season. Design a tax organizer, onboarding packet, or monthly bookkeeping checklist once, save it to your library, and deploy it with automated reminders until every file is in.
Everything you need for document request templates
Purpose-built for firms that collect documents from clients every week - not once a year.
Conditional logic
Show W-2 fields only when a client selects "employed," or hide spouse documents when filing status is single. Forms adapt to each client automatically.
Custom field types
Collect text, numbers, dates, dropdowns, checkboxes, and secure file uploads in one structured request - no more parsing messy email attachments.
Drag-and-drop builder
Build professional client-facing forms in minutes with a visual editor. Reorder sections, group related documents, and preview before you send.
Template library
Start from pre-built tax, onboarding, and compliance templates or save your own firm standards for the whole team to reuse.
Version control
Update templates as regulations change, track what changed, and know exactly which version each client received.
AI template builder
Describe your checklist in plain English and get a structured template with smart fields and conditional rules in seconds.
Popular workflows with Infile
How professional service firms use this feature day to day.
Tax document collection
12 fieldsW-2s, 1099s, K-1s, receipts, and prior-year returns - organized by category with due-date reminders.
Client onboarding
18 fieldsEntity details, beneficial owners, engagement letters, and initial document uploads in one branded flow.
KYC compliance
15 fieldsID verification, proof of address, and source-of-funds documents for financial services onboarding.
Monthly bookkeeping
8 fieldsRecurring bank statements, credit card exports, and expense receipts every month without rewriting the email.
How it works in three steps
Design your checklist
Use the drag-and-drop builder or AI assistant to create fields, upload slots, and conditional branches that match how your firm actually works.
Save to your library
Name the template, share it with your team, and keep a single source of truth for tax season, onboarding, and recurring client work.
Send and automate
Deploy to one client or bulk-send to your roster. Reminders fire automatically until every required document is submitted.
Why firms switch from email checklists to Infile templates
Email threads break down at scale. Attachments land in the wrong folder, clients miss items on page three of your PDF, and your team spends billable hours re-asking for the same bank statement.
Infile templates turn your document list into a trackable, client-friendly workflow. Clients see exactly what you need, upload from any device, and get automatic nudges when something is missing - while your dashboard shows completion status in real time.
- Cut repeat data entry across similar clients
- Standardize quality across junior and senior staff
- Reduce back-and-forth during busy season
- Keep a clear audit trail of what was requested and received
Built for accounting, legal, and client-facing teams
Solo practitioners use templates to look enterprise-grade without extra admin. Growing firms share libraries so every preparer sends the same onboarding packet. Compliance-heavy teams rely on conditional logic to collect the right documents for each entity type.
Whether you run a four-person bookkeeping practice or a 30-person tax department, templates are the fastest way to scale document collection without hiring a coordinator.
Frequently asked questions
Answers to common questions about this topic.
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