Request missing documents from a client in one clear list
Turns gaps in a client's records into a single, prioritized, easy-to-answer request instead of a dozen back-and-forth emails.
The prompt
Help me request missing documents and answers from a bookkeeping or tax client.
Client and what I'm working on: [e.g. "year-end books for a landscaping LLC", "Q2 bank reconciliations"]
What's missing: [PASTE my notes - e.g. "Oct-Dec statements for Chase savings", "receipts for 14 Amazon charges over $200", "loan statement", "explanation of $8,000 deposit 3/14"]
Deadline I need them by: [DATE and why - e.g. filing deadline]
How the client prefers to send things: [portal / email / shared folder]
Client's comfort level with finance: [e.g. "owner is not financial, keep it simple"]
Write:
1. A short email (under 150 words) that explains why I need the items and the deadline in bold.
2. A checklist grouped by type (bank and card statements, receipts, loans and assets, payroll, unusual transactions), with each item phrased so the client knows exactly what to look for and where (e.g. "download from your bank's website under Statements").
3. For unexplained transactions, a simple table they can fill in: Date | Amount | Description | What was this for?
4. A polite follow-up message for 5 business days later if nothing arrives.
Order items by importance so the client can send the blockers first. Don't use jargon like "accrual" or "reconciliation" without a plain-English gloss.
Highlighted [brackets] are blanks to replace with your own details.
Fill in the blanks and use this promptMore Email & Workplace Communication prompts
What to fill in
- DATE and why - e.g. filing deadline
- portal / email / shared folder
- e.g. "owner is not financial, keep it simple"
How this prompt is built
This prompt follows the Few-Shot structure (Few-shot prompting). A few-shot prompt includes one or more worked examples of the input and the output you want, so the model can copy the pattern instead of guessing it.
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