IT & Software

Client Task Email

Draft an email requesting additional information [e.g. about financial statements] from an accounting client.

What This Prompt Does

  • Generates a concise, polite, and action-oriented email requesting specific financial documentation or clarification from accounting clients.

  • Tailors tone and language to reflect professionalism and your firm’s brand voice.

  • Encourages quick response by clearly stating the request, its purpose, and any deadlines, reducing delays in project completion.

Tips

  • Be specific with your request—mention the exact document or data you need (e.g., “March 2025 bank statements,” “details of outstanding invoices,” or “clarification on equipment depreciation”).

  • Offer a reason or context for the request to improve client compliance and reduce back-and-forth communication.

  • Use bullet points for multiple requests so clients can respond easily and avoid missing items.

  • Include a gentle but firm deadline and offer help or clarification to position your firm as both professional and supportive.

  • Maintain consistency in email tone and structure to build familiarity and trust in your client communication workflow.

Prompt

Draft an email requesting additional information [e.g. about financial statements] from an accounting client.

How To Use The Prompt

Fill in the placeholders [CLIENT NAME], [REQUESTED ITEM], [REASON FOR REQUEST], [DEADLINE/URGENCY], and [FIRM’S BRAND VOICE] to create a custom email tailored to the specific client scenario.

Example Prompt:
“Draft an email to my client requesting additional information about their Q1 2025 financial statements, including expense receipts and payroll reports. The deadline is next Friday. Keep the tone professional and friendly.”

Example Input

INFORMATION ABOUT ME:

  • Client Name: Smith & Co.

  • Requested Item(s): Bank statements (March 2025), payroll summary, recent expense receipts

  • Reason: Required to finalize monthly reconciliation and submit quarterly reports

  • Deadline: Friday, August 2nd

  • Brand Voice: Friendly, professional, clear, supportive

Additional Information

This ChatGPT prompt is ideal for accountants, bookkeepers, and client managers who need to streamline communication with clients while maintaining professionalism. It helps:

  • Reduce turnaround time for collecting necessary documents.

  • Minimize miscommunication through structured and precise messaging.

  • Reinforce your firm’s attention to detail and dedication to timely service delivery.

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