Industries We Serve

Accounting

Whether onboarding a new client or working a new return, you need files to get started. Don't waste time following up on file requests, let us do it for you and spend your time working!
Common Request Lists
  • Tax Returns
  • Business Valuation
  • Client Onboarding
  • Due Diligence Report

Law Firms

Whether you are requesting paperwork to form an entity or necessary documentation to obtain a Visa for your clients, Procuments can help get the files you need on time. ​
Common Request Lists
  • Fiancee Visa Request
  • Filing for Divorce
  • Subpoenas
  • Entity Formations​

University Admissions

Applying to universities requires a lot of moving parts. Let us help you and your prospective students apply with ease! ​
Common Request Lists
  • Admission Application
  • Financial Aid
  • Letters of Recommendation

Banking

Getting loans approved requires a lot of due diligence. Less time waiting on files means loans get approved sooner! 
Common Request Lists
  • Mortgage​
  • Opening an account
  • Small Business Loan​
  • Refinancing

Real Estate

Whether you serve residential or commercial real estate​, let us help your clients get you the documents you need!
Common Request Lists
  • Mortgage 
  • Rental Properties
  • Lender Information
  • Request to List

Insurance

Insurance coverage requires a lot of underwriting, which in turns requires a lot of files. Request them easily with us!
Common Request Lists
  • Property Coverage
  • General Liability
  • Auto Insurance
  • Umbrella Policies