Free resource · Templates
Document request emails you can steal
Below are the request emails worth copying — polite, specific, and structured so the client knows exactly what to send. And when you'd rather not press send yourself, DocLoop sends these chasers automatically on a schedule.
Template 1 · The annual kickoff (accountant)
“Hi {first name} — to start your {year} return I'll need the documents on your checklist: {document list}. You can upload everything here: {portal link}. I'll send gentle reminders as the deadline approaches; earlier is always appreciated.”
Template 2 · The monthly nudge (bookkeeper)
“Hi {first name} — {month}'s books are waiting on {outstanding items}. Drop them here whenever ready: {portal link}. If something's unavailable, reply and we'll mark it waived.”
Template 3 · The specific correction (anyone)
“Thanks for sending! One item needs a redo: {document}. {specific reason}. Re-upload here: {portal link} — everything else is marked received.”
Why automation beats templates
A template still requires a human with a good memory. DocLoop keeps the wording, loses the labor: reminders reference the actual outstanding items and the client's private link, fired on schedule until the checklist clears.
Frequently asked questions
- Can I edit DocLoop's reminder wording?
- Reminders are concise and friendly by design; custom wording per firm is on the roadmap. Today the guarantee is consistency, not customization.
- Are these templates really free?
- Copy them freely, no signup needed. If you want the sending handled too, the free plan covers three clients.
Keep reading
See the difference yourself
Free plan holds three active clients with every feature — checklists, the no-login portal, automated chasers, CSV exports.