Write a Client Document Request Email

What You'll Get

A professional, friendly email to send to a client requesting outstanding documents — specific to their business type and the engagement you're working on.

The Prompt

Write a professional email to a client requesting the following documents for their [type of return/engagement, e.g. S-Corp tax return, year-end audit]. Client is a [brief business description, e.g. small restaurant, medical practice]. Documents needed: [list the items]. Our deadline is [date]. Tone should be professional but friendly.

Tips

For follow-up reminders, change "we are beginning" to "we are still awaiting" in the prompt — the AI will adjust the tone accordingly. Add "second reminder" or "third reminder" to escalate urgency appropriately.