Request documents from a client

Steps

1. On the client's profile, Documents shows what is still missing.
2. Under Document requests, click Open requests, then New request.
3. Add a short note, then set a due date.
4. List what you need, such as a W-2 and daycare receipts.
5. Keep both boxes ticked to track the items on the client's checklist and email the link now. Then click Create and email.
6. The client gets an email with an upload link. You see what's in, and whether they've opened it.
7. As they upload, the request fills in, their checklist ticks off, and you're notified.

Plan: Solo and up. Compare plans