Advice & business services
Show accounting clients where their documents go
Explain the submission channel, requests for missing information and the people clients can contact with questions.
Capri Video · Updated · 1 min read
A new accounting client needs to know where to send documents and what happens if something is missing. Follow one familiar exchange with your team. Keep the video about working together, rather than tax or financial advice.
Follow a document and a reply
Use neutral sample documents and the approved submission channel. Then show how the firm requests missing information and where the client can contact the appropriate person. Screens should use demonstration data. Include deadlines or required items only when they belong to the specific service being explained.
Prepare the example
Use the agreed service description, anonymized portal screens and the onboarding steps you send new clients.
Have the responsible specialist review the words and pictures together. Even a check mark can imply a decision that has not been made.
Check it with someone new to the service
Include it in welcome materials and relevant follow-ups. Ask someone what they'd do after receiving a request for missing information. Then check whether documents arrive through the intended channel. Accounting and tax decisions stay within the professional engagement; this video helps the day-to-day exchange run more clearly.