RequestLoops for tax professionals and EAs
RequestLoops gives tax professionals one structured tax-season checklist per client with automatic reminders, AI validation and secure delivery to your storage.
Documents we help collect
- Prior-year returns
- W-2 / 1099 / equivalent income statements
- 1098 mortgage interest statements
- Schedule K-1 partnership statements
- Brokerage 1099-B statements
- Health insurance and HSA forms
Tax-season template once a year
Build a tax-season template once. Clone per client at the start of the season. RequestLoops handles the chase from there.
Smart reminders that stop on upload
No more chasing clients who already uploaded. Reminders are scoped per item and stop the moment the file arrives.
Encrypted upload, audit trail
Uploads are over TLS, stored encrypted at rest, with full audit trail per item and recipient.
FAQ
- Can clients upload from mobile?
- Yes — the portal is mobile-first and accepts photos as well as PDFs.
- Does RequestLoops file my returns?
- No. RequestLoops gets the documents in. Filing happens in your tax software.
- Is the audit trail exportable?
- Yes — submission and reminder history is recorded per item and exportable.
Ready to stop chasing documents?
Try RequestLoops free for 7 days. From $11/month per organisation, no per-seat fees.