Q1: What problem does ReqVault solve?
Collecting documents from clients is one of the most time-consuming parts of running an accountancy practice. Emails get lost, clients send the wrong files, important documents arrive at the last minute, and you spend hours chasing rather than doing the work you're actually paid for. ReqVault replaces that scramble with a structured, automated process — so documents arrive complete, on time, and verified.
Q2: How does the document collection workflow work?
Choose a return type and country, and ReqVault pre-populates a checklist of expected documents with sensible defaults. You can mark each document as required or optional, add your own custom items, and save the checklist as a template to reuse with similar clients. You then send the client a magic link by email — they click it, land on a clean upload page, and submit their documents directly. No account, no app, no password. If something looks wrong the client sees the issue immediately and can re-upload before you get involved.
Q3: How does ReqVault reduce the need to chase clients?
ReqVault automates the follow-up while keeping it personal. Reminder emails address clients by name and reference the specific submission, so they read like a personal nudge rather than a generic notification. The AI catches wrong documents at upload, prompting clients to re-upload immediately — without waiting for you to review. You also get a heads-up three days before any magic link expires, so you can reissue it proactively. The result is fewer half-finished submissions and more documents arriving complete on the first round.
Q4: What's the AI document verification you mention?
When a client uploads a document, ReqVault checks whether it matches what was requested — for example, whether a file is genuinely a P60 for the right tax year, not just a random PDF. The accountant sees a clear status on every document: verified, low confidence, or issue detected. Problems get caught at upload rather than at review, which means cleaner submissions and far less back-and-forth.
Q5: Is my client data secure, and how is sensitive data protected when AI is involved?
Yes. All documents are encrypted in storage and in transit, and each magic link is single-purpose, time-limited, and can be revoked at any time. AI verification uses Anthropic's Claude under their commercial terms, which means your documents and your clients' data are never used to train AI models. The accountant remains in full control — AI assists review, it doesn't replace your professional judgement.
Q6: Does ReqVault help me meet my UK GDPR and ICO obligations?
Yes. UK accounting firms are data controllers under UK GDPR and must ensure their tools provide appropriate technical and organisational measures to protect client data. ReqVault is built to support your compliance posture: encrypted storage and transmission, per-firm data isolation, access controls, audit trails of all uploads and reviews, and configurable retention with cascade deletion. ReqVault acts as your data processor — you remain the data controller — and a Data Processing Agreement is available on request. We are working towards SOC 2 Type II certification.
Q7: How does ReqVault fit with my existing tools?
ReqVault focuses on the document collection step before documents enter your accounting software. You don't need to migrate your practice — try it for a few clients alongside what you already use. For tasks outside its scope (engagement letters, e-signatures, billing) ReqVault works well alongside tools like DocuSign, Xero, or QuickBooks. Direct integrations with the major UK and US accounting platforms are on the roadmap.
Q8: How is ReqVault priced?
ReqVault uses simple tiered monthly pricing based on how many clients you collect documents from, with unlimited users on every tier. See the Pricing page for current UK rates (including VAT). Beta access may still be available — get in touch if you have questions.
Q9: How do I get started?
Sign up, add your first client, choose a return type, and send the magic link. The whole setup takes minutes — no onboarding programme, no training required. Try it with one or two clients first to see how it fits your workflow.