Request
Easily add a list of requests for the client and send them a link to a live running list of requested items
Our interface allows you to manually type requests or copy and paste from excel.
Receive
Receive the information from your client
The client logs in and responds by typing responses and/or adding attachments directly to each request. Requests are then marked "Pending Accountant" so you know the client has addressed them.
Track & Remind
Track the status of each item and send reminder alerts
You and your client will always know where they stand. No more “What else do I owe you?” or "I already provided that" conversations. Let's us gently remind clients if something is missing.
Discuss
Effectively manage questions and clarifications
If there is a question or clarification needed, you can communicate in a simple, organized way according to each request by using our chat function linked to each request and logged for future reference.
Accountant and Client Key Benefits
Accountant Benefits
- Securely receive information
- Organize and track requests across multiple clients, staff, and partners
- Central location for all requests (no more trying to find multiple emails, phone calls, texts, etc.)
- Always know what is pending and what has been provided
- Unclutter email inboxes
- Visibility to see if the client is working on requests or needs more reminders
- Reduce client response times
- Automatic reminders to clients for needed information. “Prodding” emails from the platform rather than clients getting ‘annoyed’ by emails from their accountant
- Dashboard to visually see what is pending each client and accountant
- Ability to look back on provided information (i.e. “what was provided last year”)
- Ability to quickly create new requests list based on the prior year for a specific client
- Detailed history of what was provided and when (useful for billing and timelines/deadline discussions)
- Ability to let staff easily communicate with clients while maintaining oversight and reducing administrative filing and response times
- “Internal only” notes can be added for staff instructions, internal comments, workpapers, etc.
- All team members can access the information and have it available for their work in the current year and can easily refer back to prior years (as opposed to emails that often only go to a few members and not everyone that may need them…or to too many people that may not need them clogging up their email!)
Client Benefits
- Securely provide requested information
- Organize and track requests
- Central location for all requests (no more trying to find multiple emails, phone calls, texts, etc.)
- Always know what is pending and what has been provided
- Ability to look back on provided information (i.e. “what did I send you last year for this”)
- Detailed history of what was provided and when
- No more “what else do I owe you to finish” type questions
- For larger corporate clients, they can assign each request to a specific person to handle
A message from the founder
I am currently the managing partner at an active CPA firm in Rhode Island. With a background in both accounting and software design, I originally started designing this software for our firm to address the issues above for which we could not find other available solutions. Over the last few years, we have used the software in our firm and with our clients with very positive feedback from both clients and staff alike. We have quickly realized this platform can help others, especially in today's environment where clients and accountants need real time communications for ever increasing requests; partners and managers are pulled in so many directions; and hiring has become such a challenge.
I hope you will considering joining us on this journey!
Justin Duquette, CPA, MPAC
Founder, Please Provide
Join us!
Are you interested in more information?
