Client reminders

The tax calendar can alert your clients by itself about what they have pending. It is set up from the tax deadlines, under Client reminders.

What you can adjust

• Days before the deadline: a comma-separated list, from 0 (the same day) to 60. For example 14, 7, 3, 1. There is a maximum number of alerts.
• Days after the deadline: for anything still pending after the due date, from 1 to 30 days. Leave it empty to avoid chasing.
• Alert the team if the client has not delivered the requested documents: when the last advance alert is reached, the person responsible for the deadline (or the supervisors) gets a notification if a document was requested and the client has not uploaded it.
• Email text: empty uses the standard text, which is sent in each client's language. If you write your own, it is sent as is to everyone. There is a Preview with sample data.

Important

If the portal email is not configured on the server, client reminders will not be sent (internal alerts to the team still are). The screen itself warns you. Ask the platform administrator.

Clients view and reply from the portal: see Access the portal.