Client requests: new way to collect information from clients quickly and easily 

Obtaining information from clients is one of the biggest pain points for tax preparers, bookkeepers, and accountants worldwide. At TaxDome, we’re committed to providing innovative solutions that simplify and enhance your practice. That’s why we’re thrilled to introduce our latest feature: Client requests.

This powerful tool helps you get answers fast by streamlining the process of gathering information from clients — making interactions more efficient and productive.

• Any data transferred via the Client Requests is end-to-end encrypted. This ensures that only authorized parties can access the shared information, providing robust protection against interception or unauthorized access.
• With SOC 2 certification, TaxDome has been independently verified to provide industry-leading security for all client-facing tools, including Client Requests.
• TaxDome platform has 2FA and SSO mechanisms to provide an extra layer of security.

What are Client requests?

Client requests enable you to get ad-hoc information and documents from clients quickly and easily. It’s as easy as sending a chat message, but it’s organized and trackable, ensuring that all necessary information is collected efficiently.

• Quick & customizable: client requests are fully customizable and can be sent quickly, allowing you to make ad-hoc requests mid-engagement. 
• Faster client responses: create and send requests for information or documents directly to clients without requiring them to log into TaxDome.
• Automated workflow: link requests to specific jobs, allowing the job to move forward automatically once the requested information is provided.

How do clients respond to requests?

Clients can respond to your requests in several ways. As always, they can respond through the client portal or via our highly-rated client mobile app on iOS and Android; they will receive a push notification and will be able to respond on the go. 

Additionally, you also have the ability to dictate whether you want the client to be able to answer the request without logging in. When sending a request, you have full control over the authorization setting in each client request. You can select ‘Require sign-in’, if you want clients to have to sign in to fulfill your client request, or deselect it if you want to make it easier for clients to fulfill your request.

How to incorporate client requests into your workflow

When you’re working with billable hours and looking to maximize efficiency each day, every minute counts. Client requests enable your team to begin work sooner and make the most of every moment. 

How do Client requests achieve this? Take, for example, a time when you need missing information from a client before you can complete their tax return or close this month’s books. You can create a request titled “Missing Information” and specify the information you need. 

By linking the request to the job, once the requested information is provided by the client, your job will automatically move forward to the next stage. Utilizing this dependency is beneficial as it saves you from manually tracking changes and managing tasks. As soon as the information is received, the job progresses seamlessly, without you or your team having to manually do anything.

This streamlined communication not only saves time but also enhances the quality of service you provide, fostering stronger client relationships and loyalty.

Comprehensive suite of tools to gather information

Client Requests, along with our organizers and client tasks, enable you to easily get information from your clients. 

Client requests complement our existing functionality, providing a holistic approach to client management. Our organizers help you send out new client intake forms via organizers, while client tasks remind your clients to take care of vital tasks — such as completing an authorization form on their bank’s website. Client requests help you get answers to clarifying questions mid-project, ensuring you have everything you need to keep your jobs moving and your clients happy.

At TaxDome, we’re laser-focused on enhancing the client experience. As Seinfeld taught us, it’s one thing to ask for information; it’s another to actually receive it. By focusing on the client experience and ensuring ease of use for the end user — your client — we ensure that you, the practitioner, get what you need as quickly as possible. 

The Client request feature is fully integrated with our mobile apps available on iOS and Android, allowing clients to respond on the go. Our client mobile app is already a favorite among users, ranking in the top 100 of the iOS App Store Finance section. This means your clients can engage with you anytime, anywhere, making the process even more convenient and efficient.

The future of communication at your firm

Imagine a world where securely obtaining critical information from your clients is stress-free for you and as simple as answering a text for your clients. With Client requests, that world is now a reality.

Not using TaxDome yet? Request a demo today to see how TaxDome will change the way your practice operates.