Automated Client Document Requests
Automated client document requests send a list of what you need, attach a due date and keep reminding the client until it arrives. In Remindoo each request is logged on the client record, so the whole team can see what was asked for, when it was chased and what is still outstanding.
Automated client document requests send a list of what you need, attach a due date and keep reminding the client until it arrives. In Remindoo each request is logged on the client record, so the whole team can see what was asked for, when it was chased and what is still outstanding.
Last updated: September 2026
What it does
Chasing is the least valuable work in an accounting firm and it consistently consumes the most valuable people. A senior preparer writing 'just following up on the below' at 8am in February is an expensive way to send a reminder, and it is invisible: nobody else knows it happened.
A Remindoo document request turns the chase into a tracked object. It lists what you need, carries a due date, and sends reminders on a schedule before and after that date. When the client responds, the request updates itself. When they do not, they appear on a list of who is holding up the work.
The effect on a busy season is less about the emails and more about the visibility. A manager can look at forty engagements and immediately separate the ones that are ready to prepare from the ones still waiting on a client, which is the single most useful distinction in February.
Worked example: a firm collecting organizer documents in February
The request goes out with the engagement
It is generated from the service template rather than written from scratch, so every client gets the same list for the same work.
Reminders run whether or not anyone has time
The schedule continues through the weeks when your staff are least able to remember to follow up.
Responses land against the client
Uploads attach to the engagement, and the outstanding list shrinks without anyone updating a spreadsheet.
The stragglers become a short, actionable list
Instead of chasing everyone, the firm calls the twelve clients who have genuinely not responded after three reminders.
Related capabilities
Frequently asked questions
Can we control how often reminders are sent?
Yes. Reminder timing is configurable, so you can be gentler with sensitive clients and firmer as a deadline closes.
Do reminders come from the firm or from the software?
They are sent under your firm's details so they read as coming from you rather than from a third-party tool.
Can staff see what has already been chased?
Yes. The request history sits on the client record, so nobody duplicates a chase or assumes one happened when it did not.
Get your preparers out of the chasing business
See a request cycle run end to end, including what the client receives.