Guide

Collecting client records before a deadline

For accountants and anyone who needs paperwork from clients by a date, such as a Making Tax Digital quarterly update.

Set the deadline and what it is for

For example: MTD quarterly update, 7 November. Requests go 21, 10 and 3 days before it.

List who still owes what

Paste one client per line: name, email, then what is missing, with items separated by a semicolon. Each request names only what that client still has to send.

Let them reply the easy way

Clients just reply and attach files. If they write “I’ll send it Friday”, Xevrion notes the day and follows up the next working day if nothing has arrived.

Tick off what arrives

You decide what counts as received; Xevrion never opens the files. When a client has sent everything, chasing stops.