AI that collects the right documents, verifies them before they reach you, and follows up until every engagement is complete — with bank-level security your clients will trust.
The Problem
You already know this story. Here's why it keeps happening.
You send the same request three times. The client uploads the wrong year. You follow up again. Two weeks gone before you've seen a single correct document.
Client uploads a photo of last year's return instead of this year's W-2. You only find out when you open it — days after the upload.
30% of your working day goes to chasing, sorting, and following up. That's unbilled hours — every week — that you'll never recover.
TaxDome takes weeks to set up. Email is insecure. Dropbox has zero automation. Nothing is built for a lean firm that just wants things to work.
What ReqVault Does
Everything built around one outcome: your clients submit the right documents, on time, without you lifting a finger.
Wrong year? Blurry image? Missing pages? ReqVault catches it instantly and prompts the client to re-upload — before the error wastes a second of your time.
Unique to ReqVaultPersonalized reminders referencing the specific missing doc, escalating in tone as deadlines approach, sent via email and SMS. Clients respond because it doesn't feel automated.
Unique to ReqVaultTell ReqVault the engagement type — S-Corp return, sole proprietor, new bookkeeping client — and the correct document checklist is generated automatically.
Unique to ReqVaultClients get a time-limited signed link via email or SMS. Tap once, upload instantly. No passwords, no friction. Completion rates go through the roof.
Frictionless UXGreen, amber, red. Know instantly who's complete, who's lagging, and who needs a call — without opening a single file. Updated live as documents arrive.
Real-time clarityAs your filing deadlines approach, ReqVault automatically escalates follow-up frequency across all clients. The system goes into crunch mode. You focus on accounting.
Set and forgetHow It Works
Import from QuickBooks Online or add manually. Select S-Corp, sole proprietor, bookkeeping — ReqVault generates the correct document checklist in seconds.
→ Checklist ready in <30 secondsA branded email or SMS with one-click access to their upload portal. Time-limited, signed, encrypted. Works perfectly on mobile with no account required.
→ Average client response: 4.2 hoursWrong document? ReqVault catches it and prompts the client to correct it — before the error enters your workflow. No more surprise wrong uploads.
→ 52% fewer document errorsFor anything missing, ReqVault sends personalized, context-aware reminders escalating in tone and frequency as your deadline approaches. You set it once.
→ 3× higher completion vs manual emailYou only hear from ReqVault when every document is received and verified. No status checking. No chasing. Open your dashboard and start your work.
→ Reclaim up to 30% of admin timeSecurity First
Accounting firms handle some of the most sensitive financial data in existence. We treat it that way — every layer, every time.
Every document encrypted in transit and at rest with AES-256 — the same standard used by banks and government agencies. Not Dropbox. Not email.
Every upload, every access, every follow-up logged with timestamps and IP data. IRS-compliant records that protect your firm in any dispute.
Independent third-party auditors verify our security controls annually. This isn't a checkbox — it's a commitment your clients will notice.
Clients access via time-limited signed magic links. No passwords to steal, no accounts to breach. Higher completion rates and stronger security, simultaneously.
How We Compare
| Capability | ReqVault | TaxDome | Financial Cents | Email + Dropbox |
|---|---|---|---|---|
| AI document verification | ✓ Yes | ✗ No | ✗ No | ✗ No |
| Personalized AI follow-ups via SMS | ✓ Yes | ✗ No | ✗ No | ✗ No |
| Auto-generated checklists by entity type | ✓ Yes | ✗ No | ✗ No | ✗ No |
| Passwordless magic link | ✓ Yes | ✗ No | ✓ Yes | ✗ No |
| SOC 2 Type II certified | ✓ Yes | ✓ Yes | ✗ No | ✗ No |
| Setup under 10 minutes | ✓ Yes | ✗ No | ✓ Yes | ✓ Yes |
| Starting price / month | $39 | $58 / user | $50+ | Free (time isn't) |
Early Access Feedback
"The AI catching wrong documents before they hit my inbox is worth the subscription alone. I used to spend 20 minutes per client during tax season sorting through incorrect uploads."
"The follow-ups feel like they came from me personally. Completion rates went from 60% to 94% in our first month. I honestly don't know how I ran a practice without this."
"I tried TaxDome and spent three weeks in onboarding before abandoning it. ReqVault took 8 minutes from signup to first live client portal. That contrast says everything."
Pricing
Security is not a premium add-on. Every plan includes SOC 2, AES-256 encryption, and immutable audit trails.
Early Access
Join the waitlist. Get 3 months free at launch. No credit card required.