Client requests are automated to-dos you send to clients to collect information, documents, or confirmations. They appear directly inside the client’s portal and help you eliminate manual follow-ups while keeping all communication and files in one secure place.

You can automate client requests by adding them to your job templates and pipelines. TaxDome automatically sends the request at the right stage of your workflow, so clients receive prompts to upload files, answer questions, or approve items without you needing to send reminders manually.

Yes. Clients can safely upload and share documents directly inside TaxDome’s secure portal. All files are encrypted, protected by two-factor authentication, and automatically organized under the right client account, ensuring compliance and data privacy.

Client requests are fully integrated into your firm’s pipelines. You can trigger requests automatically based on workflow stages, link them to specific jobs, and track progress in real time. This helps maintain a consistent process for every client engagement.

Absolutely. TaxDome provides a clear dashboard view showing which requests are completed, pending, or overdue. You can filter by status, send reminders in one click, and always know which clients still owe you information.