Made for CPAs
Get the Client to Send What You Need
Also useful for: people in Finance
You can handle missing files, unclear uploads, open-item updates, extension talks, and future request planning with a clear, repeatable approach.
About this collection
Your progress
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You manage client records for tax or accounting work and need faster ways to request documents, resolve gaps, and keep preparation moving.
What you'll walk away with
✓You can write clear document requests, follow up consistently, review incoming files, spot missing items, discuss extensions, and build a better request plan for next year.
Economic outcome
Avoid Professional Risk
Outcomes are illustrative and not guaranteed.
Your Get the Client to Send What You Need path
Complete in order for the strongest progression- Prompt
- Guided
- Workflow
- Checklist
- Template
- Playbook
- Sequence
Prompt
Organize Information
Turn a Missing-Document List Into a Clear Client Email
Turn rough notes about missing tax documents into a client-ready request that's easy to understand and act on.
Prompt
Respond to Client
Ask for a Replacement When an Upload Is Unusable
Draft a direct client message that explains why an uploaded document can't be used and gives exact replacement instructions.
Guided
Build a Schedule
Build a Reminder Ladder for an Unresponsive Client
Create a practical reminder schedule with ready-to-send messages based on missing items, prior follow-ups, and the last date you can still complete the work.
Guided
Prepare Questions
Clarify a Mystery Deposit or Expense Without a Long Email
Gather the facts for one unclear transaction, then create a concise message your client can answer without a long explanation.
Workflow
Organize Information
Run a 48-Hour Review of New Client Uploads
Turn a batch of new client uploads into an updated intake tracker, a focused exception list, and one consolidated follow-up message.
Checklist
Create a Checklist
Check an Individual Tax File Before Preparation Starts
Review an individual tax file against the filing profile, prior-year return, current uploads, and payment history. Finish with a clear start, limited-start, or hold decision.
Checklist
Create a Checklist
Check a Business Year-End Package for Gaps
You compare received year-end records with the documents needed to close the books, then sort open items by status, urgency, and effect on the work.
Template
Organize Information
Send a Weekly Open-Items Status Update
Create a concise client-ready status update from your current open-items list, then reuse the same structure each week until the engagement is complete.
Playbook
Build a Schedule
Set Up a No-Surprises Extension Conversation
Build a complete client conversation plan when missing information puts an on-time tax filing at risk.
Sequence
Build a Schedule
Turn This Year’s Chasing Into Next Year’s Request Plan
Turn the current engagement's missing, late, duplicate, mislabeled, and unusable items into a practical request process for next year.