Document requests
Stop chasing documents in email threads.
Ask once, then stop chasing. A request is an itemized checklist with a due date that the client works through in their own portal, and it updates itself as each document arrives, so you can see what is outstanding at a glance.
Solo Pro: $0 for 6 months, then $39.99/month
Included in: Professional plans
What it does
Send a structured checklist and watch the client tick it off in real time.
A checklist, not a paragraph
Ask for six specific things, and both sides can see which four have arrived.
Live status
You watch items tick off as the client uploads, without asking for an update.
Both sides see the same list
You and the client look at one checklist, so nobody has to ask what is still missing.
How it works
How document requests works
- 1
Build the list
Name each document you need.
- 2
Send it
The client sees the checklist in their own portal.
- 3
Watch it complete
Items tick off as files arrive, and what is outstanding is obvious to both of you.
The details
Document requests, in detail
Quick add the usual documents
Pick from a built-in list grouped by category: tax documents such as the W-2 and the 1099 family, bank and card statements, identity documents, business and legal documents. Add custom items for anything else and mark the ones that are required.
Tied to the engagement
Every request belongs to a client and a project, with an optional due date and a note for the client. Start one from the Requests tab in your documents workspace, or from inside a client’s workspace.
Requests inside a conversation
Run a request inside a message thread. When the client attaches a file to that conversation, it links to the matching open item, the checklist moves forward, and you get an in-app notification and an email saying what arrived.
Notify the way clients notice
Choose whether the client gets an email, an in-app notification, or both when you send. The request shows as in progress while items arrive and completed once every item is in.
Pro Workspace
One workspace for the whole practice
Clients, documents, research, time and your own books in one place, so the season runs on fewer tabs and fewer late nights. Everything below comes with the professional plans.
For your practice
Document requests comes with the pro plans
Professional plans. Solo Pro: $0 for 6 months, then $39.99/month. Firm Plan: $99.95/month for 12 months, then $150/month.
Solo Pro
$0
For 6 months, then $39.99/month
Firm Plan
$99.95
For 12 months, then $150/month
Related features
Works well with
FAQ
Document requests questions
Run your practice. Live your life.
Solo Pro: $0 for 6 months, then $39.99/month. Bring your clients and your firm into one workspace.