10 client document request emails you can steal

Hi {{first name}},

Time for the {{month}} books. Here's everything I need:

• {{Document 1}} • {{Document 2}} • {{Document 3}}

If you can get these to me by {{date}}, your {{month}} accounts will be finished by {{date}}.

Easiest way is to send them straight through here: {{upload link}}, no login needed, and you can do it from your phone.

Thanks, {{your name}}

Hi {{first name}},

Just a quick reminder that I'm still waiting on a few things for {{month}}:

• {{Outstanding item 1}} • {{Outstanding item 2}}

No rush if they're on the way: I just didn't want them to get buried.

{{upload link}}

Thanks, {{your name}}

Hi {{first name}},

I've got everything for {{month}} except:

• {{Outstanding item 1}} • {{Outstanding item 2}}

I can't reconcile without these, so {{month}} is on hold until they arrive. If they reach me by {{date}} I can still close on time; after that it rolls into next month's work.

{{upload link}}

If something is making these hard to get hold of, tell me, there's usually a workaround.

{{your name}}

Hi {{first name}},

I've emailed a few times about {{documents}} and haven't heard back, so I want to check in properly rather than keep sending reminders.

Where things stand: you've paid for {{period}}, and I can't begin until I have {{documents}}. Nothing is being worked on and nothing is being billed further, it's simply paused.

Two options. Send the documents here, {{upload link}}, or book ten minutes with me and we'll go through what you've got and find the fastest route: {{booking link}}.

If your circumstances have changed and you'd rather pause the engagement, that's completely fine, just tell me and I'll sort it out.

{{your name}}

Hi {{first name}},

I've got everything reconciled for {{month}} except these, which have no receipt attached:

• {{date}}, {{vendor}}, {{amount}} • {{date}}, {{vendor}}, {{amount}} • {{date}}, {{vendor}}, {{amount}}

If you have the receipt, send it here: {{upload link}}. If you don't, just reply with what it was for and I'll record it with a note.

Thanks, {{your name}}

Hi {{first name}},

Almost done with {{month}}. I just need to know what these were for, one line each is plenty:

• {{date}}, {{description}}, {{amount}} • {{date}}, {{description}}, {{amount}}

For each one, business or personal is usually enough, plus a couple of words on what it was.

Thanks, {{your name}}

Hi {{first name}},

Year-end time. Here's everything needed to close {{year}} and get your accounts to {{accountant name}}:

• Bank statements for {{month}} to {{month}}, all accounts • Credit card statements, all cards • Loan statements showing year-end balances • Any asset purchases over {{amount}} with invoices • Payroll summary reports • Details of anything unusual this year, new loans, grants, insurance claims

Target date is {{date}} so we're not rushing at the deadline. Send everything here: {{upload link}}

Thanks, {{your name}}

Hi {{first name}},

Great to have you on board. To set your books up properly I need:

• Last filed accounts or tax return • Bank statements for the last {{n}} months, all accounts • Credit card statements • Loan and finance agreements • Details of any assets owned by the business • Access to {{accounting software}}, or your login details

Everything goes here: {{upload link}}

Once I've got these I'll come back within {{n}} working days with anything else I need and a clear start date.

{{your name}}

Hi {{first name}},

To bring your books up to date from {{start}} to {{end}}, I need the complete set for that whole period:

• Every bank statement, every account, every month, no gaps • Every credit card statement • Receipts and invoices for anything over {{amount}} • Loan statements covering the period • Payroll reports, if you had staff • Anything you already know is unusual or complicated

Complete is more important than fast here. A missing month means starting that section again later, which costs more than waiting a week for it now.

{{upload link}}

{{your name}}

Hi {{first name}},

I've asked for {{documents}} on {{date}}, {{date}} and {{date}} without a reply, so I'm pausing work on your account until they arrive.

What this means practically: {{month}} won't be closed, {{consequence, e.g. your VAT return can't be prepared / your accountant can't start}}, and any deadline on {{date}} is now at risk.

Nothing is lost. Send the documents here, {{upload link}}, and I'll pick straight back up.

If you'd rather end the engagement, tell me and I'll hand over everything I hold in good order.

{{your name}}