Tax work
Collect the documents you need before starting the engagement.
For accountants
Stop chasing clients for documents.
Ask for what you need. Remoneo organizes the request, keeps track of what's missing and helps collect everything until the request is complete.
Whether you're preparing tax work, handling recurring accounting tasks or onboarding a new client, give your client one clear request and keep everything moving from one place.
Built together with professionals.
Try the Beta90 days free · No automatic subscription
Remoneo — Ask for what you need.
Remoneo
- 01
Professional
creates the request
- 02
Remoneo
organizes the request
- 03
Client
receives a link
- 04
Client
uploads the documents
- 05
Remoneo
shows what's missing
RequestCompleted
The problem isn't asking for documents.
It's getting all of them.
- 01You send the list.
- 02“Sure, I'll send everything today.”
- 03Then one attachment arrives.
- 04Something is missing.
- 05Three days pass.
- 06“I still need the bank statement.”
- 07Then the bank statement arrives, but another document is missing.
- 08And the cycle starts again.
- Follow-up
- Waiting
- Another follow-up
The problem isn't the document.
It's everything you have to do to get it.
One link. One checklist. Done.
Your client doesn't need an account.
You don't need to convince clients to create another account.
No password to remember.
No app to install.
They receive a link, open the request and upload the documents. That's it.
- No login.
- No registration.
- No friction.
From chasing documents…
Before
- Calls
- Follow-ups
- Attachments
- Waiting
After
One Remoneo request
- Request sent
- Client receives the link
- Documents uploaded
- Remoneo keeps track of what's missing
- Request completed
From "Please send me the documents."
to "Request completed."
Tax returns. Accounting. Client onboarding.
Turn what you need into one clear request.
Your client sees exactly what's needed.
You see exactly what's been received.
And what's missing doesn't simply disappear into your inbox.
Remoneo5/7
I need the documents for this client's tax return.
- ID document
- Tax documents
- Bank statements
- Invoices and receipts
- Financial statements
- Supporting documents
- Other required files
Remoneo
Ask. Remind. Collect.
The complete document request workflow.
- 01
Ask
Define what you need and send one request to your client.
- 02
Remind
Keep track of what's missing and keep the request moving.
- 03
Collect
Your client uploads documents directly from the checklist.
- 04
Complete
When everything is in, the request is complete.
Close the document loop.
AI
Spend less time checking attachments.
Keep control of what comes in.
Remoneo can help check uploaded documents and flag potential issues before they reach your workflow. AI checking is optional — you can run every request without it.
- unreadable files;
- documents that don't match the requested item;
- uploads that don't meet the description you set;
- documents that look incomplete.
Check documents while they're being collected — not days later.
Automated checks support professional review and do not replace professional judgment.
Your files stay in your workflow.
Google Drive during the Beta.
During the Beta, Remoneo integrates with Google Drive, so documents uploaded by your client are sent directly into your existing storage.
Google Drive is the storage integration available during the Beta.
After launch, we'll progressively add, one integration at a time:
- Dropbox
- Microsoft OneDrive
- more storage providers over time
Built for the work accountants do every day.
Accounting
Handle recurring requests for invoices, receipts and financial documents.
Client onboarding
Send a structured checklist when a new client joins your firm.
Ongoing requests
Create specific document requests whenever a client needs to provide additional information.
Deadlines
Keep document requests moving when deadlines are approaching.
If your work starts with…
“Please send me the documents.”
Remoneo is built for you.
You know what you need.
Remoneo helps you ask for it, keep track of it and collect it.
Why Remoneo?
remoneo
Latin verb · to remind, to warn again, to call back to attention
Remoneo comes from the Latin verb remoneo: to remind, to warn again, to call something back to attention.
That's exactly what we wanted the name to express.
When a document is missing, a request is incomplete or something still needs attention, Remoneo helps make sure it isn't forgotten.
Because collecting documents isn't just about receiving files. It's about making sure nothing gets left behind.
Remoneo. Close the document loop.
Join the Remoneo Beta.
Try it on real work.
Remoneo is currently in Beta, and we're inviting accountants and professional firms to use it with real clients and help shape the product.
90 days free
Use Remoneo at no cost during the Beta.
No automatic subscription
When the Beta ends, you decide whether to continue.
A potential permanent benefit
Beta participants who actively use Remoneo and complete the required final feedback process can qualify for a permanent 20% discount on their future subscription.
Frequently asked questions
Stop chasing clients for documents.
Ask for what you need. Let Remoneo take it from there.
Try the Remoneo Beta
90 days free · No automatic subscription