FileReq use cases
Every repeat document chase has a better workflow.
Practical, industry-specific guides for collecting the documents and information your team needs without asking clients to create another account.Choose a workflow
Start with the job your team needs to finish.
Collect tax documents without turning your inbox into a client tracker.
A practical tax document collection workflow for Australian accountants: build a checklist, send it in bulk, automate follow-ups and receive complete client submissions.
Read the workflow →client onboardingMake the first administrative step feel as organised as the service that follows.
Build a clear client onboarding document checklist, collect it through a branded portal and automate reminders without asking new clients to create another account.
Read the workflow →auditsMove audit evidence out of email and into a checklist everyone can trust.
A practical workflow for collecting audit evidence from clients: assign a clear checklist, track outstanding items, reduce follow-up and prepare organised submissions.
Read the workflow →mortgage brokingGive every borrower a clearer path from “what do you need?” to application-ready.
Collect mortgage application documents through a clear client checklist. Request payslips, statements and IDs, automate follow-ups and track application readiness.
Read the workflow →conveyancingKeep conveyancing documents moving without asking clients to decode another email chain.
Create a clear conveyancing document checklist for clients, collect key records through a branded portal and keep settlement work moving with automated reminders.
Read the workflow →HRMake new-hire paperwork a clear first step, not a week of follow-up.
Collect new employee documents through one secure, branded checklist. Request tax, banking, right-to-work and policy acknowledgements without scattered emails.
Read the workflow →NDIS providersMake participant paperwork easier for families and easier for your team to track.
Collect NDIS participant documents and service information through a clear portal with reminders. Create reusable checklists for provider onboarding and ongoing administration.
Read the workflow →SMSF administrationTurn the annual SMSF document chase into a repeatable client process.
Use a repeatable SMSF document collection checklist to request annual records, track missing evidence and automate trustee follow-ups without manual chaser emails.
Read the workflow →legal intakeGet the facts and documents you need to open a legal matter with confidence.
Create a clear legal client intake checklist for documents, contacts and initial facts. Collect submissions through a branded portal and reduce email back-and-forth.
Read the workflow →migration servicesMake a complex visa document list feel manageable for every client.
Collect visa application documents through a clear client checklist. Request identity, qualification, employment and relationship records, then automate reminders for missing items.
Read the workflow →real estateGet every listing ready faster with one clear vendor checklist.
Collect property listing documents and vendor information through a professional checklist. Reduce email follow-up and keep every listing file ready for the next step.
Read the workflow →recurring workflowsTurn recurring document requests into a system your team does not have to remember.
A repeatable workflow for recurring client document requests. Use templates, bulk sends, due dates and automatic reminders to replace routine chaser emails.
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