Start here: how CrankHQ works

The basic workflow

CrankHQ helps your firm collect client documents for monthly close work without chasing everything through email. The normal workflow is:

1. Add the client.
2. Add at least one client contact.
3. Create a request or use a saved template.
4. Send the request to the client contact.
5. The client opens a secure request page and uploads each file or leaves a note.
6. Your team reviews the submitted items.
7. Approved request files can be exported to the workspace default storage provider.

Where to start

Use the dashboard when you want an overview of open closes, past due work, outstanding items, and uploads that are ready for review. Use Requests when you want to create, send, review, complete, cancel, or export a specific request.

What clients use

Clients do not need the internal workspace screens. They use the secure request link they receive for a specific request, or the secure document drop-off page when they need to send files outside of a specific request.