Client Request Inbox
Every client ask in one queue, with the client’s file already in context.
Growing firms / Proactive Doc Requests
Ask in January, prep in February
Cranston uses the prior-year return to create a document request list for each client. The firm can send each list in January.
Get started
Requests grounded in last year’s facts
Clients see exactly what to send
Packages arrive complete more often
How proactive requests work
From prior-year facts to complete packages.
Lists build from the returns
Every form on last year’s return becomes an expected item this year, per client, automatically.
Requests go out early
Each client gets their specific list in the portal and by email: the two W-2s and the brokerage 1099.
Arrivals check themselves off
Uploads are read and matched against the list, so the outstanding view is always current.
The gaps get chased
When prep starts and something is still missing, the follow-up email is already drafted with a secure upload link.
Doc request questions
Organizers ask everyone everything, which is why almost nobody fills them out. A short list of the client’s actual items gets answered.
