tidyflow-document-chaserlisted

# Tidyflow Document Chaser ## When to use this Use this when a firm needs to get outstanding items back from clients: source documents for a 1040 or 1120-S, bank statements for a month-end close or BAS, a signed engagement letter or 8879, answers to open organizer questions, or anything else a job is blocked on. Typical moments: - Deadline season, and a stack of jobs sit in a "waiting on client" status. - A staff member is about to spend an afternoon writing chase emails by hand. - A partner asks "what are we still waiting on, and from whom?" This skill runs two ways: connected (Tidyflow tools available, so drafts land in Tidyflow for review) or standalone (the user pastes their own list of clients and outstanding items, and gets ready-to-send email text back). Both ways, nothing is ever sent automatically. ## What to gather first Never invent client facts. Before drafting, get from the user or the workspace: - Which country the firm and its clients are in (US, AU, NZ, UK, CA) whenever terminology or deadlines matter. Default to US wording (organizer, IRS, sales tax); switch to checklist, ATO and BAS/GST, IRD, HMRC and Self Assessment/VAT, or CRA wording as appropriate. - Which job statuses in their workspace mean "waiting on client". Firms name these differently ("Awaiting info", "With client", "Blocked - client"). Ask; do not guess. - The firm name, the sender's name, and their usual sign-off. - Any real deadline the firm wants to cite (filing deadline, extension dat