The client email (PBC list)
After a reprocess, Lunar Papers drafts the email to your client listing what you still need, each request with the reason it's needed.
- Edit it right on the page (bold and italics are kept), then Copy it into your own email or use Open in my email.
- Press Mark as sent so the engagement shows it's with the client. Sent emails are kept in a log on the engagement.
- When the client replies, drop their documents into Add documents. The engagement reprocesses and closes the items those documents answer.
- Items still outstanding after a sent email? Draft a follow-up writes a short reminder.
Emails are sent from your own mailbox, not from Lunar Papers.
More guides: Getting started · Get clients from the Find a CPA directory · What to upload · Working the open items · Print the tax file (for preparers who work on paper) · Return comparison