RequestHarbor

What it solves

Helps businesses and clients communicate about projects in one place instead of scattered email and chat threads.

RequestHarbor is a client request portal for professional services firms—bookkeepers, accountants, agencies, consultants, and contractors—who need to collect documents, answers, approvals, and sign-offs without chasing them through email. Operators build structured checklists (from scratch or reusable templates), send them as one secure branded link, and track what’s missing, what’s done, and what’s overdue in a single desktop workspace. Clients open the link and complete the work without creating an account. The product sits between email and full project management: checklist structure and clear status for the team, lightweight portal experience for the client. Every request carries a shared timeline—sends, uploads, reminders, approvals—so both sides have proof of what happened. Operators can automate follow-ups, reuse templates for recurring work like monthly close or onboarding, and (on Pro) add branding, e-signatures, calendar integrations, AI-assisted checklist parsing, and scheduled recurring requests. In short, RequestHarbor turns “please send me everything” into trackable, accountable client work—one link, clear status, proof of delivery.