Client requests (Basic): Send from any page or from chats

Client requests in TaxDome streamline communication and allow you to gather important information from clients via customizable forms. These requests can include text, dates, file uploads, and more, making it easy to organize and track client responses.

Create new requests

Client requests can be created by a firm owner, an admin or a team member assigned to the account or with a view all accounts access rights.

There are several ways to create a new client request:

• From any page. Click New at the top and select Client request.


• From the Accounts page. Go to Clients > Accounts, select the accounts you want to send requests with checkboxes, click More actions at the navigation bar and select Send client request. Learn more about bulk sending of client requests. 
• From client accounts. Go to the client's account, open the Requests tab and click New client request.
• From chats. Go to the client's account, select the chat in the Communication tab and click Client request.
• Automatically via pipelines. The client request can also be created and sent automatically via pipelines.

Select the appropriate way and proceed to create the request itself. Below, we explain the numbered sections in the  New client request sidebar:

a. Account: Select the account(s) you want to send the request to.

b. Template: Select the previously created template or start creating the new template. 

c. Message for client (Optional): Explain the task.  

d. Request name: Specify the name that will be displayed in the client portal as well as in the email.

e. Add question: Click Add question and fill in the fields. More information about question types can be found in the section below. By clicking the gear icon, you can make the question optional and add a hint about filling in.

f. Reminders (Optional): Set up reminders to automatically remind clients of pending requests. 

g. Require sign-in: Give clients the option to respond with or without logging in. If the required sign-in option is disabled, clients can access only the specific client request; no other client data will be accessible, ensuring the security of their information. 

h. Link to job (Optional): Click Link to job to connect the result of client requests (documents and responses) to a particular job or task.

i. Send: Click to send the request. 

The client receives a notification about your request by email and push notification in case they use the mobile app.

Question types 

We suggest 9 types of questions available to add to your client request:

Text entry is for text, such as a name, address, or company.

Email is for email addresses.

Number is for numerals, such as number of children or an SSN.

Date is for a day, month and year, such as a DOB. When entering, the date must match one of the following formats: MMM-DD-YYYY (e.g., Jan-01-2024) or MM/DD/YYYY (e.g., 12/24/2024) for US firms; DD/MM/YYYY (e.g., 24/12/2024) for non-US firms.

Radio buttons is a list of options, such as a company type (e.g., nonprofit or LLC).

Checkboxes display small boxes that can be checked off, allowing for multiple and single answers.

Dropdown expands a menu to select one or more options.

Yes/No is for yes/no answers to questions (e.g., “Are you married?).”

File upload provides a place to upload with the doc's name that needs uploading. Files uploaded to requests are saved to the client account; the client can select a folder when uploading.

Set up reminders

When you send client requests to clients, they are notified. All users linked to the account—with Notify toggled on—receive an email notification. Check if notifications are on by checking the Notify column in the accounts list.

If recipients are taking too long to complete the requested action or have forgotten about it, you can use reminders. This option of client requests works identically with  reminders in organizers.

What clients see when you send a request

The client fills out a request by: 

• Clicking Go to client request in the email notification they’ve received. If the "Require sign in" option is enabled, clients should log in to their client portal to view the request. If disabled – a request will open on a separate page in the browser, and clients can view it and submit responses without signing in.   

• Clicking the notification on their dashboard on the Waiting for action page.
• Going to the Requests section of their client portal.

You can access a read-only view if you'd like to see TaxDome from the client portal.

Then, clients respond to your questions and the Pending status of request will change to Completed.