Give your engagement team a clear starting point. Request supporting records, collect client uploads and review the response before moving into preparation work.
CA firms can organise collection by preparing a checklist for each engagement, specifying the relevant period and giving clients a dedicated upload destination. WhiteSphere links that request to reminders and review statuses, helping staff track the response through to acceptance or a request for correction.
An engagement may involve an administrator requesting files, a preparer checking the records and a reviewer identifying further information. When the collection is spread across individual inboxes, a handover can start with another search for the latest response. A shared request provides a reference point for the client, the submitted files and the current status.
Request statements, schedules and supporting evidence for the financial year being prepared. Make the period explicit and identify the balances or accounts your team needs to support, so the client can choose the right files.
Create separate checklists for the records relevant to each engagement. Specify the period and tailor the request to the client’s business or income sources, then review the submitted information before moving into your tax workflow.
Prepare a collection request for the evidence your engagement team has identified. Track the client response and return it with clear feedback when records need correction. The request supports evidence collection within your existing professional workflow.
Start with a template for the type of work. Adapt the requested records to the client and name the financial year or other relevant period.
Use a date that reflects when the preparer needs the information. Send the request link and PIN so the client has a clear place to respond.
Monitor pending requests and configured email reminders. As files arrive, staff can move their attention to submissions ready for review.
Review the records before accepting the submission. Return it with feedback if changes are needed, giving the client a specific next action.
Use these categories as a starting point and request only the records relevant to the client’s engagement. A useful checklist explains the period and purpose of each collection.
Bank statements, loan statements and other supporting finance records required for the period under review.
Relevant invoices, credit and debit notes, expense evidence and transaction reports requested by the preparation team.
Debtor and creditor schedules, fixed asset purchase details and supporting records for balances the team is reviewing.
Additional income records, schedules or documents identified during the engagement. Explain the specific information needed rather than sending a generic request.
Keep separate starting checklists for accounts preparation, tax work and other collections, then adapt them before sending.
Prepare bulk requests for a group of clients with similar collection needs while retaining an individual response for each client.
Use submission statuses and the audit log alongside staff roles and permissions to support your practice’s document collection process.
Clients use a dedicated request link and PIN to access their upload page. Staff work inside the firm workspace with roles and permissions, and can review recorded activity in the audit log. Discuss your practice’s storage and data-handling requirements when evaluating the workflow.
Walk through a representative request with us: how your team prepares it, what the client sees and how staff handle the response. Review the reminder options, user access and storage your practice needs, then compare the workflow with your current collection process.
Explore our pricing and plans or book a demo to discuss your requirements.
It helps a chartered accountant practice request supporting records from clients, collect uploads and track the response. WhiteSphere adds templates, email reminders and submission review to that collection workflow.
Yes. Prepare reusable request templates and adapt the checklist to each engagement. Name the client and relevant period so the requested records are clear.
Yes. Specify the financial year in the request and describe the statements or schedules needed. Staff can check the period when reviewing the client’s uploaded documents.
WhiteSphere focuses on requesting, collecting and reviewing client documents. Your firm continues to use its accounting and tax tools for calculations, reconciliation and filing.
The workflow on this page supports requesting and collecting client evidence. Assess it alongside the working-paper, review and documentation processes your engagement team already uses.
Bring a representative engagement checklist to a demo. Review request creation, client uploads, reminders, staff permissions and submission review, then discuss storage and pricing requirements.
See how WhiteSphere brings client requests, follow-ups and document review into your firm’s working day.
