NexoPad

Email template to request a report or documents from your accountant

To ask your accountant or bookkeeper for a specific report by a set date.

FinanceTone: Friendly61 words
Hi customer name, I'm writing to ask for Document for Period. I need it for What you need it for, so it would be great to have it by date + 5 days. If you're missing any invoices, statements or receipts from me to prepare it, tell me which ones and I'll send them as soon as possible. Thanks so much,

The parts in blue fill in on their own, or NexoPad asks you for them when you type the shortcut.

How to use it in NexoPad

  1. 1Add it or copy it

    Click “Add to NexoPad” if you have the extension, or “Copy for NexoPad”: it’s copied with its variables.

  2. 2Create the snippet

    In NexoPad, create a new snippet, paste the text and give it the shortcut /accountant.

  3. 3Type it anywhere

    In Gmail, Zendesk or any website, type /accountant and fill in the blanks.