Email templates
Email templates for client documents
Copy-paste emails for the requests a firm sends most: the first ask, the reminder, the 1099 chase, onboarding and the handoff. Each template has a subject line, the email body and notes on when to use it.
Email template
1099 vendor request email
The November or December email that starts the 1099 collection.
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Audit engagement letter email for AU-C 210
An audit engagement letter email covering objective and scope, both sides' responsibilities, the framework, report form, fees and deadlines.
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Audit PBC request email
The email that starts the prepared-by-client list for an audit or review.
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Bank statement request email
Ask a client for every business bank statement without sending a vague request.
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Bookkeeping cleanup request email
Ask a client for the records and access a cleanup needs without asking for passwords.
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Client document request email
The first email a firm sends when it needs documents and answers from a client.
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Client offboarding handoff email
The email that confirms the records and access at the end of an engagement.
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Client onboarding welcome email
The first email a new bookkeeping client receives after the engagement is signed.
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Monthly close confirmation email
The email that sends the monthly report and closes the loop with the client.
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Credit card statement request email
Ask a client for every business credit card statement and the receipts behind it.
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Document rejection email
The email that sends back one file without reopening the whole request.
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Document reminder email
The first reminder when a client has not finished a document request.
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Document request after a call
The follow-up email that turns a phone conversation into a written request.
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Document request close-out email
The email that closes the request loop when everything is in.
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Document upload instructions email
Explain the secure checklist to a client who is opening it for the first time.
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Engagement letter follow-up email
The email that follows up when a client has not signed the engagement letter.
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Engagement letter for bookkeeping services
A sample bookkeeping engagement letter with scope, deadlines, fees and exclusions.
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Engagement letter for tax services: Form 1040
An engagement letter email for an individual return, with scope, duties and deadlines.
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Entity document request email
Ask a business client for the documents that prove the entity and its owners.
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Final document reminder email
The last email before the firm calls the client about missing documents.
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Missing receipt affidavit email
The email that asks a client to sign a statement for one lost receipt.
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Missing receipt email
The email that asks a client for one receipt the bookkeeper cannot find.
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Missing tax ID follow-up email
The email that asks a vendor for the W-9 or tax ID before the 1099 filing.
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Monthly close request email
The recurring email a firm sends at the start of each monthly close.
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Payroll onboarding request email
The email that starts payroll setup for a new client.
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Payroll records request email
Ask a new payroll client for the records the first payroll run depends on.
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Price increase email
The email that tells a client about a fee change before it takes effect.
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Prior year tax return request email
Ask a new client for complete prior year returns, not just the first page.
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Quarterly estimated tax reminder email
Remind a client about an estimated tax payment and collect the confirmation.
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Referral request email
The email that asks a client for one introduction, without a mass campaign.
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Sales tax document request email
The email that starts a monthly or quarterly sales tax filing.
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Tax extension confirmation email
The email that tells a client the extension is filed and what happens next.
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Tax organizer email
The email that sends an individual or business tax organizer to a client.
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Tax season bulk send email
The email that goes out with a tax organizer sent to many clients in waves.
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W-9 request email
The email a business sends a contractor or vendor before the first payment.
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