Accountants · Example workflow
Collect missing tax documents from clients
Compare each client folder with last year’s list and remind clients until it is complete.
Example request
Tax season starts next week. For our 60 individual clients, compare what is in each client’s Google Drive folder with last year’s document list, such as W-2s, 1099s, mortgage interest statements, and charitable receipts. Make a missing-documents sheet, draft a request for each client that lists only what they still owe us, and send a reminder every Monday until their list is complete.
How the agent works through it
- Compare each client folder with the prior year’s document list.
- Build a sheet of missing documents by client.
- Draft personalized requests and check the folder again before each weekly reminder.
What comes back
A current view of every client’s missing documents, with requests ready to approve.
What needs your approval
You approve the request wording before anything is sent. Nothing is filed or paid without approval.
Sharing with others
Staff work their assigned clients from the shared sheet. Client files stay in each client’s project.