Answer your accountant's requests

Your accountant may need a bank statement, a signed form or an answer to a question. The firm asks in Kluvan, you answer on the request with a file if needed, and the firm sees your answer at once. No e-mail threads to search later.

Before you start

• You need to be the owner or a manager of the organisation.
• A firm must have access (see give your accountant access).

Steps

1. When the firm asks for something, you see it on Today ("… asks: …"), and by e-mail or WhatsApp if your notification preferences say so.
2. Open Accountant → Requests. Each request shows what is needed, who asked and when, the due date and its state, for example Waiting for the client. A late request is marked Late.
3. Open the request and read the note.
4. Type your reply in Your answer.
5. Optional: under Attach a file (optional), choose one file, such as a PDF of the statement or a photo of the document.
6. Select Send the answer. The request becomes Answered and the firm sees it on its list.
7. If the firm asks again or adds a detail, the reply appears under the request. Answer it the same way.

Your own steps and tasks

1. Open Accountant. The tiles show Setup steps open, Requests waiting, the month being closed and Bank lines to match.
2. Under Onboarding and Tasks, the steps given to You are yours. Select Open its screen to go where the step is done, then Mark done.

Good to know

• Files. One file per reply: PDF, pictures, Word, Excel or OpenDocument files, CSV or text. Files count towards your plan's storage allowance, and each time someone opens one it is recorded.
• The firm closes the request when it has reviewed your answer; it then shows Done. The firm can reopen it.
• A request takes up to 50 replies. For a new subject, the firm starts a new request.
• You can also add a task yourself under New task in Accountant, given to Your accountant or to You.
• Related: onboard a client with a checklist.