Ask My Client

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Veronica Ray

Veronica Ray

2 workflow templates

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About this template

This template is used to request missing information, documentation, or clarification directly from clients. It ensures consistent and professional communication while tracking all outstanding items in one place. Use this template to streamline follow-ups and improve turnaround time on client deliverables.

Work type: Bookkeeping

Location: United States

Client industry: Generic

Version: 1 (Latest)

This template includes

  • 3 tasks
  • 1 client tasks
Client Tasks Client Tasks
Ask My Client Transactions
Team Tasks
Send spreadsheet to client
Bookkeeper
Receive Ask My Client spreadsheet from client
Bookkeeper
Update the transaction in correct account
Bookkeeper

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