Remoneo

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Remoneo is client document collection software designed for professional firms. It helps accountants, consultants, and other professionals create structured document requests, collect files from clients, and track the status of each request in one place. Clients can submit documents through a simple link without creating an account or installing an app. Professionals can define required documents using checklists, monitor received and missing files, and manage follow-ups when requests remain incomplete. During the current Beta phase, uploaded documents are sent directly to the professional's Google Drive. Remoneo is designed to reduce repetitive email exchanges and manual follow-ups while keeping professionals in control of the collection process. Future integrations include additional cloud storage platforms such as Dropbox and Microsoft OneDrive.