Manage communication with clients, view conversation history, and track important updates and requests.
The agent contacts your client for whatever the return needs: documents, answers, signatures, all on its own.
Every conversation, open, closed, and external, is tracked in a single inbox with the full history attached.
Routine questions are answered instantly, day or night, so clients are never left waiting for a reply.
Anything that needs judgment is routed to a CPA or accountant, with the entire thread and file in context.
A missing document does not stall the return. The agent asks the client for it in plain language, collects the reply, confirms it has what it needs, and routes the return to a CPA for review, keeping the client informed the whole way.
Hi Andy, to finish your return I still need your 1099-NEC from Northwind. You can upload it right here and it lands in your file.
Just uploaded it. Let me know if you need anything else.
Got it, thank you. That is everything I needed. I am sending your return to a CPA for review and will update you here once it is ready to sign.
Your clients get answered in minutes, every conversation is on the record, and a CPA is always one step away when it matters.
Talk to Arrive about communication