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The generator runs in your browser. Nothing is sent to Usual or stored.
Free tool
Client document request email generator
The first request email has one job: get the client to open the checklist. This generator writes the email from six fields: the firm, the client, the service, the period, the due date and the checklist link. It runs in the browser and nothing is sent to Usual.
Questions about this tool
Is the email generator free?
Yes. The tool runs in your browser and does not require an account. Nothing you type is sent to Usual or stored.
Can I use the email for a tax organizer?
Yes. Choose the tax organizer service and use the organizer's secure link. The email explains the link, the due date and what to do if an item does not apply.
What if I do not have a checklist link yet?
Generate the email with a placeholder and replace it with the real link before you send. The email is not useful without a link the client can open.
Should I attach the checklist as a PDF?
A link is easier to finish and easier to track. Keep the PDF for a client who asks to print it.