Document Request Email Template for Accountants | HelloBooks Document request email templates for accountants: first request, follow-up and final notice, with a single upload link and a list of only the missing items.
Clients ignore long lists. A document request that names only the missing items, with one link to send them, gets answered faster than any reminder sequence.
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Smarter accounting for growing businessesHi {first_name},
We have everything except: (1) Form 1099-INT from {bank} and (2) your {year} property tax statement.
Upload both here: {secure link}. That is all we need to finish.
Sent to clients of {Firm name} · {street address} · Manage email preferences
A first request with the full checklist, a follow-up listing only what is still missing, and a final notice that names the consequence, usually an extension. Each one should be shorter than the last.
Asking clients to reply with attachments puts SSNs and account numbers in inboxes. Publication 4557 recommends encrypting sensitive files and emails; a secure upload link is the simpler way to follow that advice.
The shortest request is the one where the books already hold the answer. Receipts and bills captured in HelloBooks during the year, and contractor payments already totalled for 1099s, drop off the request list entirely.
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General information for tax and accounting professionals, not legal advice. Rules are summarised from the primary sources listed on the date shown; read the current text before relying on it.
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