RequestLoops for accountants in New Zealand
RequestLoops is used by NZ accounting firms to chase the documents needed for GST returns, IRD filings, Xero workpapers and end-of-year accounts — without manually emailing clients three times.
Documents we help collect
- GST return supporting documents
- IRD-related submissions and notices
- Xero workpapers (bank reconciliation, GL queries, fixed asset additions)
- End-of-year accounts inputs
- Client onboarding identity and address proofs
- Trust and FBT supporting documents
Build the request once
Create a request template with every item the client needs to provide. RequestLoops models items as files, signatures or structured fields, so a single request can ask for a Xero login confirmation, a signed engagement letter and the prior-year tax return in one place.
Recurring runs for monthly and quarterly cycles
NZ practices run on a tight cadence: monthly receipts, two-month GST returns, annual returns. RequestLoops recurring runs spawn a new request from the template on schedule, so you never re-send the same checklist twice.
SMS reminders that respect the NZ Privacy Act
SMS reminders go out via Brevo with GSM-7 transliteration, so messages stay in a single SMS segment where possible. Reminders stop the moment a client uploads — no nagging after the fact. Personal data sits behind tokenised portal links rather than in SMS bodies.
Drive or OneDrive sync into your workpaper folders
Files sync into Google Drive or OneDrive folders organised by client and request, ready to pick up from your normal workpaper structure.
FAQ
- Does RequestLoops work for sole-practitioner NZ accountants?
- Yes. Starter at $11/month covers two team members, 500 emails and 30 SMS — enough for most sole-practitioner books at the start.
- Does RequestLoops support the AML/CFT Act document checklist?
- Yes — the KYC/AML guide on this site walks through the full checklist (ID, address, beneficial owner, source-of-funds) and how to model it as a RequestLoops request.
- How does RequestLoops handle SMS to mobile numbers in NZ?
- SMS is sent via Brevo with international routing. NZ mobile numbers are handled with the same GSM-7 transliteration and segment optimisation as other regions.
- Can I use RequestLoops alongside Xero?
- Yes. RequestLoops does not replace Xero — it gets documents in, then files them into your Drive or OneDrive folder structure.
Ready to stop chasing documents?
Try RequestLoops free for 7 days. From $11/month per organisation, no per-seat fees.