Chase Clients for Tax Documents Ahead of Filing Deadlines
Filing season is chaos when clients are slow. Send each client their document checklist early and chase anything missing as the deadline nears.
- 1
Send Early Checklists
Add a
Schedule Triggerat season start and aGmailnode sending each client their document list. - 2
Track What's Received
Add an
Airtablenode marking documents as clients submit them. - 3
Chase as Deadlines Near
Add a scheduled check that reminds clients of missing items with increasing urgency.
- 4
Flag Ready Files
Add a step alerting the accountant when a client's file is complete.
- 5
Activate and Test
Activate the workflow and start a test client. Confirm checklist and chasing work.
Frequently asked questions
Can I tailor lists by client type?
Use different checklists for individuals, sole traders and companies so each gets the right list.
What about secure uploads?
Provide a secure portal link so sensitive tax documents aren't sent by plain email.
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