Getting Started

Welcome to ReqVault. This guide walks you through the basics in three minutes.

Sign in to your dashboard. After your account is set up, sign in at reqvault.app/login with your email and password.

The dashboard overview. Your dashboard shows all clients across your firm. Each row displays the client's name, contact details, and current submission status. Use the status badges (Pending, Partial, Complete) to scan progress at a glance.

Add your first client. Click "Add client" from the dashboard. Enter their name and email address, set a default link expiry if you want something other than 30 days, then save. The client is now ready for their first submission.

Create your first submission. Click on a client to see their details, then click "Add submission." Choose the return type (Personal Tax Return, Company Tax Return, etc.) and country (UK or US). ReqVault pre-populates a document checklist tailored to that return type. You can customise the checklist before saving.

Send the magic link. When you save the submission, the client receives an email with a secure upload link. They click it, see what's been requested, and upload their documents directly — no account needed.

Review uploads. As documents arrive, the AI automatically classifies and verifies them. You'll receive a digest email after the client finishes uploading. Visit the submission page to accept, reject, or change document links.

That's the full workflow in one minute. The articles below cover each step in more detail.