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Send a client request

LiveFor: Accountant

Ask the client for documents item by item; it opens in their portal once sent.

A client section on the Tasks tab is a client request: each task in it is an item the client answers in the portal.

A client request section, Onboarding checklist, marked Not sent to Client, with a Send Client Request link.
An unsent client request with its Send Client Request link.
  1. Add the client section (Add Section, tick Add Client Section) and its tasks with Add Client Task.

  2. Press Send Client Request.

  3. Choose Send to and From, press Next, then check Subject, Email, When and Reminders.

  4. Press Send Request now, or Save if you scheduled it.

The client sees it in the portal only once it is sent. The full walkthrough, including reminders, is Send a client request in BMS for Clients.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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