📌 Using Client Tasks to Collaborate with Your Clients

Client Tasks help you request information, documents, and responses from your clients in a structured, trackable way. They keep communication organized and ensure nothing falls through the cracks.

You can use Client Tasks to collect files, ask questions, or guide clients through specific requests as part of your workflow.

📂 How Files Work in Client Tasks

Files uploaded to Client Tasks are part of a single file system in Client Hub and are not duplicated across locations.

This means each file exists as one item across Client Hub, even if it appears in multiple places.

🧾 What You Can Request with Client Tasks

Client Tasks can be used to:

• Request document uploads (such as bank statements or tax forms)
• Ask clients to complete forms or answer questions
• Collect confirmations or approvals
• Guide clients through multi-step processes

🕒 Viewing Client Task Activity & Timestamps

Each Client Task includes a detailed activity history so you can easily track what’s happened and when.

Hover over activity indicators within a task to view timestamps and additional details, such as:

• When the task was created and which Firm User created it
• When a Client User was notified
• When responses were submitted or files were uploaded
• When the task was answered, reopened, or closed

This makes it easy to audit communication, follow up when needed, and stay aligned with both your team and your clients.

🔄 How Client Tasks Fit Into Your Workflow

Client Tasks can be created individually or as part of a larger workflow. They help standardize requests across your team and create a consistent experience for clients.

You can track progress, follow up with clients, and keep all related communication in one place.

💡 Best Practices

• Keep requests clear and specific so clients know exactly what to provide
• Use one request per Client Task when possible to avoid confusion
• Use templates to save time and maintain consistency across your team