Client requests, ready for review

1. Overview

Vertical Flows sits between the way your firm already communicates and the systems you keep records in. Vee, the Vertical Flows assistant, turns a plain-English instruction into a branded client checklist, tracks what has come back, and organises the work so your team can review it before anything moves further.

2. How it works

• Describe what you need from a client in plain English inside Vee.
• Vee prepares a branded checklist and a secure link for the client to complete, on any device.
• Responses, documents and status are tracked in one place as the client works through it.
• Completed work is organised for your team's review before it goes anywhere else.

3. Approval and review

Vee is assistive: it prepares and organises, but a person on your team reviews the result. Nothing is sent to a client, and nothing is pushed to a connected system such as Xero, without an explicit approval step. This keeps professional judgement with your firm at every stage.

4. Who it's for

Vertical Flows is built for professional-services firms — starting with Australian accounting practices — that regularly need structured information or documents back from clients and want that work to land in one organised, reviewable place instead of scattered across email threads. See our compliance guides for what obligations like AUSTRAC Tranche 2 mean for firms like yours.