CONSIDERATE DOCUMENT REMINDERS — EDIT BEFORE SENDING
These are manual drafts. Replace every bracketed field before use.

1. INITIAL REQUEST
Subject: [Month] bookkeeping documents — request by [date]
Hi [client],
To prepare your [month] bookkeeping, please send:
- [specific document, account and period]
- [specific document, account and period]
Your secure folder: [link]
Please send these by [agreed date]. If an item does not apply, let us know so we can review the checklist.
Thank you,
[practice contact]

2. GENTLE FOLLOW-UP
Subject: A quick follow-up on your [month] documents
Hi [client],
Thank you for the documents already sent. We still need:
- [outstanding item only]
- [outstanding item only]
The agreed deadline is [date]. Please use [folder or agreed channel]. If you need more time, reply with a date that works so we can plan the next step.
Thank you,
[practice contact]

3. DEADLINE FOLLOW-UP
Subject: Next step for your [month] bookkeeping
Hi [client],
We have not yet received [specific outstanding items]. These are needed before we can complete [specific task within the agreed scope].
Could you send them by [proposed date], or let us know when they will be available?
We will confirm the revised timetable with you rather than assume the original date is still achievable.
Thank you,
[practice contact]

Record the channel and date after sending. Do not mark a draft as sent automatically.
CloseChase Guides — November 2026.