Clear requests.
Fast follow-up.
Find files fast.
ReqGo helps firms replace messy email threads with structured document requests. Give clients a clear checklist, keep follow-up focused on what is still missing, and find the right file fast later because the request was structured from the start.
◇ How it works
Three steps. No client accounts.
Built to feel simple for your clients and operationally clear for your team. Send the request, track what is missing, and keep the right files easy to retrieve later because everything stayed tied to the request.
Create a request
Pick a template, define exactly what is needed, and send one structured request instead of a long email.
Client sends files
Your client opens the link, sets a PIN, and uploads each document into the checklist. No account creation, no app to install.
Track what is done
See every request, file, and status in one workspace. Follow up faster now, and retrieve the right client files later without inbox digging.
◇ Three core wins
Better than email,
where it counts.
ReqGo is built for firms that need three things from one system: clearer requests, less manual chasing, and faster file recall when client work comes back up later.
Clear requests
Every client gets a checklist with named items, due dates, and a simple upload flow instead of a vague thread with attachments.
Faster follow-up
See what is still missing, send focused reminders, and request one replacement without restarting the whole conversation.
Instant file recall
Find the right client, request, and file quickly later on because uploads, approvals, and downloads stayed organized inside the original request.
Structured from start to finish
Requests, uploads, approvals, and downloads all stay tied to the same client workflow, so your team keeps context intact.
“Can you send over your bank statements when you get a chance?”
Sound familiar? You've sent that email three times. Your client means well, but the documents are scattered across email threads, downloads folders, and forwarded messages. Meanwhile, the filing deadline is getting closer.
ReqGo gives your clients one clear place to respond and gives your team one place to track, review, and retrieve everything later. Clearer requests create faster follow-up and easier file recall.
◇ Why I built this
This did not start as
a storage idea.
I kept seeing the same pattern: firms did not really have a storage problem first. They had a messy request workflow. Documents were asked for through email, sent back in pieces, and later retrieved through inbox search and memory.
That is why ReqGo is focused on structured requests instead of generic storage. Clearer requests lead to easier follow-up, cleaner review, and faster file recall later.
◇ Why not email or shared folders
Storage helps later.
Structure helps now.
Email threads and shared folders can hold files, but they do not manage the missing document workflow. ReqGo is built to make the request, follow-up, and later recall all part of the same system.
The old way
Email and shared folders
- Requests get buried across threads, forwards, and downloads.
- Someone still has to remember what is missing and chase it manually.
- Shared folders store files, but they do not show request status or next steps.
- Finding the right file later depends on inbox search, folder hygiene, and staff memory.
The ReqGo way
Structured requests from the start
- Each client gets a clear checklist tied to one request.
- Your team can see what is missing, what was uploaded, and what needs replacement.
- Reminders and review stay attached to the same workflow instead of scattering across tools.
- Later, file recall is faster because every upload stayed organized inside the original request.
◇ Made for
Teams who collect documents for a living.
Bookkeepers
Collect receipts, bank statements, and payroll docs from every client, every month, without losing track of what came in.
Tax preparers
Send a checklist before tax season, see exactly who still owes you a W-2, and find prior request files fast.
Accounting firms
Give your team a shared workspace so everyone sees which clients are on track, what is missing, and where the files live.
Ready for clearer requests
and faster recall?
Send your first document request in under two minutes, then track missing items and retrieve client files from one workspace without relying on inbox history.