Missing Document Follow-up (Urgent)
Second, more urgent reminder when clients are significantly past deadline and at risk of missing filing deadlines or incurring penalties.
Urgent: Documents Needed by {{final_deadline}} to Avoid {{consequence}}
Dear {{client_name}},
I need to bring an urgent matter to your attention regarding your {{service_type}}.
We're still missing the following documents:
{{outstanding_documents}}
**Why This Is Time-Sensitive:**
{{urgency_reason}}
To complete your {{service_type}} on time, we need these documents by {{final_deadline}}. If we don't receive them by this date, {{consequence}}.
**Your Options:**
1. Upload documents now: {{portal_link}}
2. Call me directly to discuss alternatives: {{phone_number}}
3. If you need an extension, let me know immediately so we can file the appropriate paperwork
I understand life gets busy, and I want to help you avoid any penalties or complications. Please reach out today so we can discuss the best path forward.
Regards,
{{preparer_name}}
{{firm_name}}
{{phone_number}}
{{firm_email}}Tip: Replace the variables in {{brackets}} with your specific information before sending.
Template Details
- Industry
- Accountants & Tax Preparers
- Email Type
- Missing Documents
- Variables to Customize
- 11 fields
Customizable Fields
Pro Tips for This Template
Send 2-3 weeks before the actual filing deadline to allow processing time
Be direct about consequences without being alarmist - stick to facts
Always offer the extension option as a safety valve
Follow up with a phone call the same day you send this email
Document this communication in your files in case of future disputes about delays
When to Use This Template
This Missing Document Follow-up (Urgent) template is designed for accountants & tax preparers professionals who need to follow-up on missing documents.
Simply replace the placeholder variables with your information and send. For even better results, use our AI email generator to customize the tone, length, and messaging to perfectly match your brand voice.
Frequently Asked Questions
How do I use this email template?
Copy the template above, replace the variables in {{brackets}} with your specific information, and paste it into your email client.
Is this template really free?
Yes! This template is completely free to copy and use.
Can I modify this template?
Absolutely. Feel free to adjust the tone, add or remove sections, and customize them to match your brand voice.
Related Accountants & Tax Preparers Templates
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Request all necessary documents from new clients after engagement letter is signed to begin tax preparation or accounting services.
Missing Document Follow-up (Friendly Reminder)
First gentle reminder to clients who haven't submitted all required documents for their tax return or accounting work.
Missing Document Follow-up (Final Warning)
Final notice before filing an extension or removing client from current filing queue due to missing documents.
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