Completing requests
Requests help you to promptly respond when your firm asks you for additional information. Here, you will learn how client requests work and how you can complete them.
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Requests, explained
When your accountant needs additional information or documents, they have several ways to do it. However, sending a request is fastest if your accountant has just a few questions. For example, if you forgot to upload a form or if your accountant is filling out your tax return and needs your answer quickly.
Firms can send you requests from chats or independently. You can always find it here:
- In the Waiting for action section on the portal homepage.
- If the request was sent from the chat, you'll also be able to find it there and quickly grasp the context of the request.
If your notifications are on, you'll receive an email once the request is sent, If you use the mobile app, you will also get a push notification.
If your firm has enabled it, you will even be able to open the request without logging in to the portal. Ask them to share a link with you if you don't receive email notifications.
Respond to requests & submit them
Once you open a request, you see all the questions on one page. Note that some questions may be required (marked with an asterisk), and some may be optional. Once you fill out the required questions, you can click Submit. If you want to change anything after submission, ask your firm to change the request status.
If you click X and close the window, filled-out answers will be auto-saved, but the request will not be submited. You will be able to proceed with the other answers later.
Upload files
While completing a request, you might need to upload documents.
To upload files from your computer:
1. Click Add document, then From my computer, and select one or several files.
2. If you are signed into the portal, select the folder where the file will be saved, then click Upload.
Wait until the document has finished loading and click Close.
If you are signed into the portal, you can also upload files from folders with the Client can view and edit access level in the portal. More on uploading from the portal here.
Your requests list
You can access all requests sent to you on the Requests page, available from the sidebar menu.
Requests can have the following statuses:
- Pending: You need to fill out and submit the request.
- In progress: You have started answering the questions in the request but haven't submitted it yet.
- Completed: You have submitted the request. All answers are auto-saved, so if you need time, you can return to the request and continue editing it, but don't forget to submit it when you're done.
- Archived: Your firm has archived the request. Requests in this status could be accessed on the Archived tab of the Requests page.