Send a clear request checklist
Start from a reusable template or build a new list of documents, answers, and confirmations. Choose the client, recipient, statement month, and due date.
Client document collection for accounting firms
Stop chasing client documents through email.
Crank gives bookkeeping and accounting firms one place to send document checklists, remind clients, review uploads, request corrections, and export completed files to their own storage.
TRIAL14 days
MONTHLY$19/user
CLIENTSNo paid seats
The same request, on both sides
In progress
Harbor Ledger Co.
Secure document request
Client portal
June 2026 documents
Your bookkeeper needs the items below to finish this month’s close.
Due dateJuly 10
2 of 4 completed50%
✓
Bank statementsUploaded: bank-statements-june.pdf
Replace file
2
Credit card statementsAll pages from each account
Upload file
3
Unusual transactionsAdd an explanation as a note
Add note
→
crank
DashboardRequestsInboxClientsTemplates
← Back to requests
June 2026 documents
In progressHarbor & Pine Cafe · June 2026 close · Due Jul 10, 2026
Bank statementsRequired
Reviewed and accepted
Uploaded: bank-statements-june.pdfCredit card statementsRequired
Received from client
SubmittedApproveReject
Unusual transactionsOptional
Waiting on client
Message clientExport files
Client actionUpload file or add note
Firm actionApprove or reject
ResultOne current request record
What Crank does
One workflow for every document you need from a client.
Crank is client document request software. Your firm creates a checklist, sends it to a client, follows what is still missing, reviews each submission, and exports the completed packet.
Remind clients about missing items
Choose no automatic reminders, every day, every two days, every three days, or weekly. The dashboard also shows follow-ups that need attention.
Review each file as it arrives
Download a submission, approve it, or reject it with a reason. The client can replace the file without starting a new request or email thread.
Move the completed packet to storage
When the request is resolved, export approved client files to the storage destination configured by your firm.
Know what needs attention
Open Crank and see which clients and files are holding up the close.
The dashboard counts open closes, past-due requests, outstanding documents, and uploads ready for review. Below those totals, it lists blocked clients and the follow-ups due now.
crank
EB
Month-end close dashboard
Track client document requests, outstanding items, and follow-ups for this month’s close.
View close requestsNew request
Open closes14Monthly closes in progress
Past due3Client follow-ups needed
Outstanding items27Documents still needed
Ready for review6Client uploads to review
Close checklists8Reusable monthly close lists
Client close blockers
View allClients with documents, notes, or corrected uploads still outstanding.
ClientClose periodReceivedDue dateStatus
Evergreen Dental
June 20262 outstanding item(s)
3/5 received60%
Harbor & Pine Cafe
June 20261 outstanding item(s)
4/5 received80%
The client experience
Clients open one secure page and see exactly what you need.
The request page shows the checklist, due date, completion progress, request summary, your message, and the client’s conversation with your firm.
- ✓Upload or replace a file
- ✓Add a note or written answer
- ✓See what is complete
- ✓Ask the firm a question
Harbor Ledger Co.
Secure document request
June 2026 documents
Your bookkeeper needs the items below to finish this month’s close. Upload each file next to the matching request.
Due date
July 10, 20262 of 4 completed50%
✓
Bank statements
All bank statements for the month.
Uploaded: bank-statements-june.pdfReplace fileAdd note
2
Credit card statements
Include every page from each account.
Upload fileAdd note
3
Merchant processor report
PDF or CSV from your processor.
Upload fileAdd note
Need help with one of these?Leave a note on the item or contact your bookkeeper directly.
Inbox
Reply to client questions and keep document follow-ups tied to the right request.
June 2026 documents
Open requestHarbor & Pine Cafe · Nina Patel
Nina PatelJul 10, 10:12 AM
Should I upload the merchant processor report as a PDF, or is CSV better?
ElvisJul 10, 10:44 AM
CSV is best if you can export it. If not, a PDF is perfectly fine.
Nina PatelJul 11, 4:18 PM
Thanks. I uploaded the statements and will send the processor report next.
Write a reply...
SendClient conversations
Questions stay with the request they affect.
The shared inbox shows the client, contact, request, latest message, and unread count. Replies remain connected to the same request record.
Also inside the request
Approve a correct upload. Reject an incomplete one. Explain the correction. Download the file. Complete the request when every required item is resolved.
Where Crank fits
Repeatable client inputs that should not require another spreadsheet.
Monthly bookkeeping
Bank and credit card statements, processor reports, receipt confirmations, and open questions.
Tax preparation
Outstanding tax documents organized by client and engagement.
Client onboarding
Prior returns, entity records, access details, and signed documents.
1099 and W-9 work
Contractor information gaps kept visible before filing pressure peaks.
The handoff
Crank manages the chase. Your storage keeps the files.
Crank is not another document vault. Completed request packets can be organized in the destination your team configured.
AVAILABLEZoho
WorkDrive
WorkDrive
AVAILABLEDropbox
AVAILABLES3
COMING SOONGoogle
Drive
Drive
Simple pricing
$19 per team member. Clients respond without paid seats.
Or $190 per user annually. Every plan includes reusable templates, client request pages, automatic reminders, upload review, client conversations, and available storage destinations.
FAQ
The useful questions.
What is Crank?+
Crank is client document request and follow-up software for bookkeeping and accounting firms. It keeps requests, uploads, reminders, review decisions, client messages, and completion status connected.
Is Crank another practice-management platform?+
No. Crank is focused on the request cycle that blocks accounting work: asking, reminding, receiving, reviewing, replacing, communicating, and completing.
Can clients communicate with our team?+
Yes. Client questions appear in a shared inbox and remain connected to the request they concern.
Where do approved documents go?+
Completed request packets can be exported to Zoho WorkDrive, Dropbox, or S3. Google Drive support is coming soon.
What does Crank cost?+
Crank is $19 per user per month or $190 per user per year. Clients respond through their request pages without paid seats.
From request to ready
Bring the next client document request into Crank.
Create a workspace, connect a document destination, send a request, and keep the follow-up organized in one place.