Tax request email template
Introduce the request by email, then collect the actual tax files through one private checklist link.
Solo by design. Built for one person running a bookkeeping, tax, or accounting practice, including people getting started or working on the side.
Clients need to know what you need, when you need it, and where it belongs without receiving a wall of instructions.
Long emails hide the upload link and due date.
Reply attachments separate documents from the checklist.
A generic folder gives no indication of which forms are still missing.
Customize the client name, tax year, truthful date, and checklist items before sending.
Prepare the client-specific checklist.
Confirm the private link and any PIN delivery instructions.
Send the short request email.
Review uploads against each tax item.
Use a missing-item reminder instead of resending the whole list.
Use plain item names tied to the client work in front of you.
Copy, personalize, send
Replace every bracketed field, verify the recipient and deadline, and use your own professional judgment before sending.
Subject: Your [tax year] document checklist Hi [Client name], I am ready to begin collecting documents for your [tax year] return. Your private checklist lists the forms and records I currently need: [Private upload link] Please upload the available items by [date]. You do not need to create an account. The checklist will show what has been received and what is still outstanding. For security, please use the upload link instead of replying with tax documents attached. If an item does not apply or is not yet available, let me know. Thanks, [Your name]
Subject: Remaining [tax year] documents Hi [Client name], thanks for what you have already uploaded. Your checklist still shows a few items that need attention: [Private upload link] Please upload the remaining items by [date], or reply if something is unavailable. Do not attach sensitive documents to the email. Thanks, [Your name]
Clients see a short checklist. You see which items are missing, submitted, accepted, or need replacement.
See product screens
A private upload workflow keeps the document, request item, receipt, and review status together. Your practice should follow its own written security program and professional requirements.
No. RequestFlow uses a private checklist link, with optional PIN and expiry controls.
No. Use your organizer when you need questionnaires and broader intake. This template is for introducing a defined document request.
Start with a client request you already send. Preview the client upload flow before inviting clients.