RequestLoops for accountants and CPA firms internationally
RequestLoops works for accounting firms anywhere — the document workflows for tax season, monthly bookkeeping, audit prep and KYC look very similar across jurisdictions.
Documents we help collect
- Tax season checklists per client
- KYC and AML identity proofs
- Bank statements and reconciliations
- Engagement letters with e-signature
- Prior-year returns and supporting schedules
- Payroll and superannuation documents
One template per engagement type
Build a request template per engagement: tax return, monthly bookkeeping, audit PBC, advisory project. Clone the template per client and let the reminders run.
Email and SMS reminders, region-aware
RequestLoops sends email via Mailgun and SMS via Brevo, both internationally. Cadence adapts to recipient behaviour and stops on submission.
Drive or OneDrive sync, no matter the local DMS
Files sync to your Google Drive or OneDrive in a folder per client and request, so your existing DMS or workpaper system can pick up from there.
FAQ
- Can RequestLoops handle multi-currency invoicing?
- RequestLoops itself bills in USD with multi-currency support via Stripe. Invoicing your clients is not part of the product — pair RequestLoops with Xero, QuickBooks or Stripe.
- Does RequestLoops support multiple languages?
- Yes — the recipient portal supports English, French and Korean, and additional locales can be added on request.
- How does RequestLoops compare to TaxDome internationally?
- Cheaper, focused on document collection rather than full practice management. See the dedicated comparison page for a feature-by-feature breakdown.
- Is data stored regionally?
- RequestLoops is deployed across multiple regions (FR and AP). Choose the region appropriate to your firm at signup.
Ready to stop chasing documents?
Try RequestLoops free for 7 days. From $11/month per organisation, no per-seat fees.