Ask clients for what's missing — and actually get it back

A query is rarely just for the client. Sometimes you need the client to upload a missing statement, sometimes their vendor to confirm a GSTIN or resend an invoice, sometimes a teammate to review a tricky entry before you can move on. HelloBooks lets you raise one query and point it at any of them — client, third party, or an internal reviewer — so nobody has to guess who owns the answer.

The person you ask gets a clean request in their client portal and by email — no HelloBooks login required for outside parties. They answer inline, attach the file, or approve right there. The reply lands back in your workspace, marked resolved, with a full trail of who asked what and when.

• Raise a query to a client, a client’s vendor / third party, or an internal teammate
• Answered in the client portal or straight from an email link — no account needed for outside parties
• Every query is pinned to the document, tax return, engagement or job it came from
• Attach a file, type an answer, or approve — the reply threads back to you automatically
• Q&A reuses your existing roles and permissions, so who-can-see-what is already right

The real cost of a missing document isn’t the ask — it’s the five follow-ups. HelloBooks sends the polite reminders on a cadence you set, escalates the ones that go quiet, and shows you a single open-queries board: what’s outstanding, who it’s waiting on, and how long it’s been stuck. You stop being the reminder engine.

Turn the requests you send every season into reusable request lists — the year-end checklist, the new-client onboarding pack, the GST reconciliation queries — and fire the whole set at a client in one click instead of typing them out again.

• Automatic, on-schedule reminders and escalation for anything unanswered
• A single open-queries board: what’s outstanding, who’s blocking it, how old it is
• Reusable request lists / templates for onboarding, year-end and recurring checklists
• Send a whole checklist of queries to a client in one action

Answers that live in your inbox are answers you have to re-file. Because every query is attached to the underlying record, a resolved reply updates the document, return or job in place — the reviewer sees the client confirmed the figure, the file is already on the transaction, and the audit trail writes itself. No copy-pasting from email into the ledger.

That context is also why this beats a generic inbox: HelloBooks knows the query is about this bill on this client’s books, so it can show the query next to the number in question and mark the work unblocked the moment the client replies.