easyrequests.com

What It Is

EasyRequests is a client portal and request-approval SaaS built for bookkeepers and accounting firms, though it can also be used by operations teams and SaaS product teams. It centralizes receipts, invoices, W-9 forms, bank statements, client onboarding materials, purchase/leave/access requests, feature requests, and more into a shared workspace. With link-based submissions, back-office approvals, and audit trails, it helps reduce the chaos caused by email threads, Slack DMs, and shared drives.

Core Features and Collaboration

The core model is “workspace + forms + approval workflows.” Clients can submit files and information via public links without logging in, or teams can use private or CAPTCHA-protected workspaces. Teams can configure sequential or parallel approvals, route requests based on amount thresholds, set up auto-approval rules, add comments, request additional information, and track request status. Every approval, rejection, and comment records the user identity and timestamp, and records can be exported as CSV, making it suitable for audits and internal controls.

Pricing and Integrations

Pricing is straightforward: the Free plan is permanently free and includes 1 workspace, 200 requests/month, 2 approvers, and 20 members. Starter costs $29/month and includes 10 workspaces, Slack integration, custom branding, and analytics. Growth costs $59/month and expands to 50 workspaces, Webhooks, REST API, removal of EasyRequests branding, and priority support. Annual billing effectively gives 2 months free. For integrations, the product mentions email, Slack, Microsoft Teams messaging, Webhooks, REST API, and QuickBooks-ready export, but there is no clear indication of native two-way QuickBooks sync.

Security and Deployment

The site highlights AES-256 encryption for sensitive fields, masked display of tax IDs, view-by-view activity logs, audit trails, and CSV export, which are valuable for collecting W-9s, EINs, and banking details. Based on the available text, deployment appears to be cloud SaaS, with no self-hosting information provided. On compliance, the site only uses “SOC2-ready” scenario wording and does not disclose formal SOC 2, GDPR, or data residency details.

Pros, Cons, and Best Fit

Its strengths are a low onboarding barrier, no credit card requirement, login-free client submissions, and fixed plans that cover multiple clients. It is well suited to bookkeeping firms managing 10 to 200+ clients, as well as lightweight internal approvals and product feedback collection. The drawbacks are clear limits on the free plan, API, and storage; limited information on compliance and payment methods; and the fact that custom domains are not yet available.

Access from China

The crawled text does not provide information on access from mainland China, payment methods, or localization, so this is currently unknown. If stable access, RMB payment, or local data hosting are required, it may be worth evaluating domestic alternatives such as Feishu Base, DingTalk Yida, Jinshuju, and Mingdao Cloud.