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Optimize Client Communication with Requests

Effortlessly manage client requests, track their status, and simplify communication.

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Manage your requests easily

Take control of client queries with our Requests feature. Seamlessly submit and track answers in a centralized system, eliminating the hassle of scattered information. The integrated client portal ensures a smooth communication flow.

Unlock the benefits of Requests

How it works

Request documents or written confirmation

Initiate the process by requesting essential documents or written confirmations from your clients. This not only ensures efficient communication but also aids in maintaining a clear audit trail.

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Simplified Interaction: Initiate direct requests, promoting a straightforward exchange of information.
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Enhanced Transparency: Use the platform to communicate and track document requests effectively, ensuring clarity throughout the process.

Attach to Notebooks or procedure

Once you receive the requested documents, seamlessly integrate them into relevant notebooks or procedures within the platform. This ensures an organized workflow and easy access to essential information.

Attach to Notebooks or procedure
Use request as justification evidence

Use request as justification evidence

Leverage the Requests feature as a powerful tool for evidence justification in your auditing or accounting tasks. By documenting requests, you enhance the transparency and reliability of your workflow.

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Evidence Documentation: Use the platform to document requests, serving as evidence for auditing purposes.
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Thorough Audit Trail: Ensure a comprehensive audit trail by utilizing documented requests as justifications in your accounting procedures.

Ready to explore more?

Discover the ease of managing client queries with our Requests feature!

Request a demo