How Do I Create a Client Request?
Client requests allow you to collect information from clients, send automated reminders, and track progress from start to finish.
Why This Matters
Client requests help firms stay organized, reduce follow-up work, and keep client communication centralized—especially during high-volume periods like tax season.
Table of Contents
What Client Requests Can Do
Client requests allow you to:
Schedule automatic reminder emails
Comment on information your client submits
Track the status and progress of each request
Send and receive multiple requests per client as needed
Create a Client Request
To Create a Client Request
Click the Global “+” button.
Select Client Request.
Enter a Request Name.
Select the Client using the dropdown.
(Optional) Use the toggle to add the request to an existing task.
Useful for consolidating related work (e.g., tax extension documents).
Assign a Priority.
Enter client-facing instructions in the Description field.
Assign Team Members using the Assignee(s) dropdown.
Set a Client Due Date.
Configure Reminders and Automation
Schedule Client Reminders
Click the Reminders field.
Select a reminder schedule using the dropdown menus.
Example: Every Monday for 15 days
Reminders stop once the request is completed.
Heads-up:
Clients can snooze reminders using a link included in reminder emails.
Add Automation (Optional)
Automation helps move requests forward without manual follow-up.
Select the first automation step.
Continue adding steps as needed.
Automation can include follow-up actions or next steps.
Send or Save a Client Request
Click Send Now to send the request immediately.
Click Save as Draft to finish and send later.
If the client has not been invited to the Client Portal, you’ll be prompted to invite them before sending the request.
Manage Client Requests After Sending
Open the Task Workspace
Click View Request from the confirmation pop-up.
From the task view, you can see:
Request title
Client due date
Assigned team members
Priority and status
By default, the status is With Client.
Update and Manage the Request
From the task view, you can:
Change status or priority
Add notes or files
Edit the reminder schedule
Clicking the client’s name opens their Client Record, where you can:
View all tasks and client requests under the Tasks tab
Update request status directly
Click a request name to return to the full task view
View All Client Requests
In the Global Navigation Bar, click Tasks.
Select Task List.
This view is helpful for tracking all client requests as volume increases.
Summary
Client requests centralize client communication and document collection.
Automated reminders reduce manual follow-up.
Requests can be linked to existing tasks for cleaner workflows.
All client requests can be tracked and managed from the Tasks module.f
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.
You can also send client request in bulk. If you would like to learn how, check out this video.