Keep the request list clear
Use the team’s approved checklist and templates. Flag missing items, show the source status, and prepare a follow-up without making assumptions about the client’s position.
Keep professional decisions with the team
Document coordination is separate from accounting or tax advice. An agent may coordinate documents, but the firm retains responsibility for access, professional judgments, and client commitments.
Common questions
Does this provide accounting advice?
No. The example concerns administrative requests and handoffs, with professional decisions left to the firm.