Reqmora

Reqmora simplifies document collection for bookkeeping firms, freeing up time spent on administrative tasks. Key features include: * Monthly checklist distribution to clients * Centralized document collection via a private link * Automatic follow-ups for missing items * Verification of uploaded documents by type and month * Organized storage by client and reporting period This platform transforms the month-end closing process by streamlining client communication and document retrieval. Bookkeepers define their required documents once, and Reqmora manages the entire collection cycle, from initial request to persistent follow-up. It flags incorrect uploads, ensuring only the right documents are received, saving valuable review time. The system provides a clear overview of client progress, indicating who has submitted what and who is still outstanding, eliminating the need for manual tracking. Documents are automatically sorted and stored, making them easily accessible for review and eliminating the hassle of sifting through emails or disorganized folders. This allows firms to begin reviewing books sooner and close periods more efficiently. Reqmora is ideal for bookkeeping firms, accounting professionals, and financial service providers seeking to enhance client collaboration, reduce administrative burden, and accelerate their monthly closing procedures by ensuring timely and accurate document submission.