At a glance
| Tool | Best for | For 5 staff | Free trial |
|---|---|---|---|
| Requestpack | Getting documents in every month, for 1 to 5 person firms | $39 a month | 14 days, no card |
| Content Snare | Collecting answers and forms as well as files | $85 a month (Plus), or $71 billed yearly | 14 days, no card |
| Financial Cents | Running jobs, deadlines and client requests in one place | $245 a month billed yearly (Team), or $345 with automatic follow-ups (Scale) | 14 days, no card |
| Liscio | A client app with messaging and e-signatures | $245 a month, billed yearly (Platform) | A demo; no trial listed |
| SmartVault | Keeping documents long term, connected to tax software | $325 a month billed yearly, or $425 monthly (Accounting Pro) | On request |
Prices from each company's own pricing page on October 28, 2026, in US dollars. Check their sites for the latest.
Why firms look for a File Request Pro alternative
1. Requestpack
Best for: getting documents in every month, for 1 to 5 person firms. Requestpack does one job: you list the documents you need, your client gets one email with one button, and reminders go out only for what is still missing. Clients need no account, and every email and page carries your firm's name.
Free for 14 days. No card needed. Then $39 a month for up to 5 staff.
Requestpack and File Request Pro, side by side
| Requestpack | File Request Pro | |
|---|---|---|
| Price for 5 staff | $39 a month | $149 a month on Business |
| Price for 1 person | $39 a month | From $19 a month on Starter, or $39 on Lite |
| Requests with reminders | No limit | 200 a month on Business, 30 on Lite |
| Reminders | Only for what is still missing, and they stop when everything is in | Until the client completes the request |
| Upload pages | One, on your firm's own address | Unlimited on Business, with your own domain |
| Largest file | 1 GB | 10 GB on Business |
| Client accounts | None | None |
| Free trial | 14 days, no card needed | 15 days or 25 files, no card needed |
What Requestpack doesn't do
It doesn't connect to QuickBooks or Xero (you download the files for your usual work), it has no e-signatures and no questionnaires, and it covers up to 5 staff.
2. Content Snare
Best for: collecting answers and forms as well as files.
- Plus covers 5 users with custom branding, up to 50 open requests at once.
- Basic is $42 a month for 2 users and 20 open requests; custom branding starts on Plus.
- Unlimited email reminders on a schedule you set. Clients open their request from a link.
- For 5 staff: $85 a month (Plus), or $71 billed yearly. Free trial: 14 days, no card.
3. Financial Cents
Best for: running jobs, deadlines and client requests in one place.
- Practice management with client requests, reminders and upload links on every plan.
- Automatic follow-ups for client tasks and a branded client area start on Scale, $69 per user a month billed yearly.
- Plans are a 12-month agreement. Monthly billing needs at least 5 users.
- For 5 staff: $245 a month billed yearly (Team), or $345 with automatic follow-ups (Scale). Free trial: 14 days, no card.
4. Liscio
Best for: a client app with messaging and e-signatures.
- Platform is $49 per user a month billed yearly, with document collection, e-signatures and custom branding.
- Monthly plans are available on request.
- Reads, sorts and names incoming documents for you.
- For 5 staff: $245 a month, billed yearly (Platform). Free trial: A demo; no trial listed.
5. SmartVault
Best for: keeping documents long term, connected to tax software.
- Accounting Pro is $65 per user a month billed yearly, or $85 monthly, for at least 2 users.
- A branded client area, document requests and unlimited storage. E-signatures are an add-on.
- Integrations with accounting and tax software.
- For 5 staff: $325 a month billed yearly, or $425 monthly (Accounting Pro). Free trial: On request.
When File Request Pro may still suit you better
- You want files to land straight in your own cloud storage.
- You work alone and only need an upload page: its Starter plan is $19 a month.
- You need your own domain on the upload page, or files larger than 1 GB.
Switching to Requestpack
There is nothing to move over. Set up your firm, add a client and send your first request in a few minutes. Your clients don't need an account, so they don't need to learn anything new.
Questions first? Write to [email protected]. Liam replies, usually the same day.