Accountants
Filings, bookkeeping, cases, client onboarding and recurring requests.
Document collection for accountantsClient document collection
Collect documents from clients without chasing them.
Create a clear request, state exactly what you need, receive the documents and always know what is still missing. Remoneo organises the whole process through to completion.
Try the Beta
See how it works90 days free · No automatic subscription
The full process
- 01Ask
- 02Remind
- 03Collect
- 04Complete
Request Complete
The problem is not asking for a document. It is getting every document.
Most professionals start with a simple email: “Here is the list of documents I need from you.”
Then one document arrives, another is missing, the client forgets something, a few days pass and a new attachment appears. You have to check what came in, remember what is missing and send another reminder.
In the end the problem is not the single document. It is all the work needed to finish the collection.
Scattered process
Email → Attachments → Missing documents → Reminders → Waiting → Checks
The Remoneo process
Request → Checklist → Upload → Review → Completion
How it works
One request. Everything needed to complete it.
- 01
Ask
Create a request and clearly list every document you need.
- 02
Your client gets a link
They open the request directly, with no account to create and no app to install.
- 03
Collect
Your client uploads documents from the checklist. You see what arrived and what is missing.
- 04
Complete
Once every requested document has been collected, the request is complete.
Try Remoneo
90 days free · No automatic subscription
Checklist
Your client knows what to send. You know what you received.
Every client document request becomes a clear checklist. Your client sees the items to complete. You immediately tell received documents apart from missing ones.
Remoneo request
Requested documents
- ID document
- Tax identification
- Document A
- Document B
- Document C
3 of 5 documents received
Less time remembering. More control over what is missing.
Receiving one file is not enough while the request is still incomplete. Remoneo keeps open requests and missing documents visible. When reminders are enabled for your firm, it sends automatic reminders at the frequency you set.
Incomplete request
Attention
Reminder
Completion
Your client does not have to learn a new system.
They get a link
They open the request
They see what to send
They upload the documents. Done.
- No app to install
- No account to create
- No complicated path
- Your client only sees what they have to do
Collection and storage
Collecting documents and storing them are two different problems.
Google Drive, Dropbox and other systems can be excellent places to store documents. But first you have to get them from the client. Remoneo works on exactly that stage and does not try to replace the storage system you already use.
Client
Request
Checklist
Upload
Completion
Storage
Documents can stay inside your own workflow.
During the Beta, Google Drive is the available integration. Documents uploaded by your client are sent straight to the Google Drive space you connected.
Available during the Beta
Google Drive
After launch
Dropbox, Microsoft OneDrive and other storage systems will be added progressively. They are not available yet.
Optional AI check
Review documents while they are being collected.
When enabled, the AI check compares the uploaded file with the description of the requested document and can flag possible issues before you review them.
- Document is not readable
- File does not match the one requested
- Document looks incomplete
- Document does not follow the description you set
The AI check is optional and supports your judgement, it does not replace it.
Built for anyone who needs documents from clients.
Payroll consultants
An orderly way to collect the documentation your work requires.
Professional firms
Structured document requests instead of endless email threads.
Lawyers and consultants
Collect the documents needed for cases and engagements.
Tax service providers
Checklists and document collection from your clients.
One request for every situation.
New client
Collect all the information and documents you need to start working together.
Case work
Create a request for a specific case and check what arrived.
Deadline
Ask for the required documentation well in advance.
Recurring collection
Reuse a structured process for requests that repeat.
Missing documents
See immediately what is missing without rebuilding the picture from emails.
From chasing documents to managing requests.
Before
- Messaging apps
- Phone calls
- Attachments
- Missing documents
- Reminders
- Waiting
- Manual checks
With Remoneo
- Request
- Checklist
- Client link
- Upload
- Request status
- Missing documents
- Completion
- Storage
Less chasing. More control.
Clearer requests
Your client knows exactly what to send.
Fewer manual checks
The request status makes missing documents immediately visible.
A tidier process
Collection always follows the same logic.
Less back and forth
Cut the endless messages just to find out what is missing.
Your archive stays yours
During the Beta, documents are sent straight to your own Google Drive.
In depth
What is client document collection?
Client document collection is everything involved in requesting, receiving and checking the documentation a professional needs to handle a case, meet a deadline or start an engagement. Collecting documents from clients is not only about offering an upload point. The work ends when every requested item is complete and you can move on without digging through separate conversations.
Email and attachments work well for a simple exchange. They become harder to manage when one request contains many documents, when files arrive on different days or when several clients face the same deadline. It is easy to lose the overview: one attachment arrived, another is still missing, and the request sits still without anyone noticing.
Online document collection based on checklists makes the process readable for both sides. The client sees what to send and the professional sees the status of the request. Reminders keep attention on incomplete requests, while the list of missing documents removes the need to rebuild the situation from emails every time.
Collection and storage solve different needs. The first is about getting the files and completing the request. The second is about keeping them in the system your firm chose. A client document collection tool like Remoneo organises the stage before storage: it creates a structured request, gives the client a link, shows progress and sends documents to the Google Drive space connected during the Beta.
The main benefit is a shared, understandable status. You keep control, your client gets clear instructions and every request can move forward to completion.
Frequently asked questions about client document collection
Stop chasing documents.
Create a request, send it to your client and follow the collection through to completion.
Try the Beta
90 days free · No automatic subscription