Client requests (Basic): Overview

Client requests allow you to ask ad hoc questions during a job without interrupting your workflow. They are designed to be quick and flexible, allowing you to gather crucial information faster, improve communication, and reduce delays. You can address them either to your clients or third parties; no sign-in is required.

Client requests, explained

The  Client requests feature allows you to send quick, ad-hoc questionnaires to clients in the middle of a job to clarify information without disrupting the workflow. Unlike full organizers, client requests do not require templates and can thus be compiled and sent faster. This flexibility helps you get answers faster, improving communication and reducing delays. 

The client requests feature has much in common with organizers and client tasks. But the scope of their application and use cases are different: 

• Client requests are an easy and fast way to send an inquiry with ad-hoc questions needed ASAP. You can customize the questionnaire so that not only clients with portal access can respond but also third-party recipients (such as assistants or spouses). Security concerns are taken into account, and besides the page with questions, the people you send the survey to will not be able to see any other sensitive information. 
• Organizers are suitable for automating onboarding of new clients and providing info on lengthy tax forms.
• Client tasks list items clients need to complete during the work cycle, such as preparing some documents, providing information, providing access, paying a deposit, and so on. These are non-urgent to-dos that could be used to clarify the scope of tasks and understand how the work is going. 

In general, the process of collecting information using client requests is the following:

1. You create a quick questionnaire using different question formats (upload documents, multiple choice questions and others). Later, we will release client request templates for different use cases to speed up this step. 
2. You decide whether the questionnaire will be available only to users with access to the client portal or third parties. 
3. You send a request to your client. 
4. The client gets notified about the request.
5. The client fills in the request and submits it. Before they start (while the client request is in the Pending status), you can change all settings of your questionnaire (change questions, security settings, set reminders, etc.).
6. You get notified about the submitted request.
7. You start working with the information.

How do your clients see requests

The client is notified of sent requests via email, mobile app, and inside their portal. Requests that need to be filled in are placed at the top of the list with an icon that they are waiting for the client's action. 

Access a read-only view if you’d like to see TaxDome from the client portal side.

Your client can start filing the request on the go and finish later. All answers are saved automatically.

Automate processes with requests

You can use requests in pipelines as a trigger for automoving jobs. If, while working on a job, you find that you are missing information you need to continue, you can send a request, link it to a job), and enable automove for a current stage. The job will automatically go to the next stage when a client submits a response.

Coming soon! To fully automate your processes, we will add request templates and pipeline automation for sending them.