Bank statements, ID, notices of assessment, plans, photos: many professionals spend a considerable amount of time asking clients for documents.
Why documents arrive late
- The client doesn't know exactly what to send.
- The request gets lost in a long email.
- They send a blurry photo or the wrong document.
- They simply forget.
The method that works
A precise list: not "your financial documents", but "your last two notices of assessment".
An example: an image or a description of what's expected.
Online upload: the client uploads from their phone, straight into their file.
A visible status: received, to provide, to correct.
Automatic reminders: as long as a document is missing, a reminder goes out at regular intervals.
On the security side
Avoid receiving sensitive documents by email. A secure upload space, with access limited to each client, better protects their personal information, as required in particular by Law 25 in Quebec.
The result
Complete files sooner, less back and forth, and clients who understand what's expected of them.
