Made for CPAs
Send Client Questions That Get Complete Answers
Also useful for: people in Finance
35 min
Intermediate
Finance
CPA
Communicate Better
Career outcome:
Avoid Professional Risk
Draft a complete, ready-to-send client question package that reduces ambiguity, missing support, and avoidable follow-up.
Create a free account to save your progress and use this Playbook.
Use this when
You need client answers or documents before completing tax, accounting, audit, advisory, or compliance work, and an incomplete response could delay the engagement.
You'll need
- Engagement context
- Open issues
- Evidence needed
- Ownership details
- Response deadline
- Delivery format
You'll get
- Every client-dependent issue represented once
- Every question answerable without guessing what is being asked
- Evidence requirements linked to the relevant questions
- Required and optional requests clearly separated
- A responsible owner and due date attached to each item
- Technical conclusions and internal tasks removed from the client request
By the end of this playbook
You will have:
- Every client-dependent issue represented once
- Every question answerable without guessing what is being asked
- Evidence requirements linked to the relevant questions
- Required and optional requests clearly separated
- A responsible owner and due date attached to each item
- Technical conclusions and internal tasks removed from the client request
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
Engagement context: I am completing an S corporation tax return. Review is blocked by a shareholder deposit and a vehicle purchase. The client contact is Jordan. Open issues: A $25,000 April deposit is labeled owner funding, but the source and treatment are unclear. A $62,000 vehicle was purchased in September, but business-use records are missing. Evidence needed: bank transfer support for the deposit; purchase agreement, financing statement, placed-in-service date, and mileage or other business-use records for the vehicle. Ownership: I own both questions, and the tax manager must review the vehicle treatment. Deadline: Complete answers by March 6 at noon. Delivery format: Secure portal message.
Sample assembled prompt
Subject: Information needed by March 6... Please reply by item number and... 1. April deposit of $25,000 Our... Shareholder capital contribution B. Shareholder loan to the company C. Business revenue D. Other, with an explanation Required support:... If the amount was a loan,... If formal support is unavailable, provide... 2. Vehicle purchased in September Please... Required support: Purchase agreement, financing statement,... If no mileage log is available,... Please complete both items by March... If any document is unavailable, identify... Thank you, [Name] Internal tracker: 1...