Reqmora

Automatic reminders

Automated email reminders for missing client documents

Reqmora is document collection software for bookkeeping firms. It emails each client about the documents they still owe, on the days you choose, and stops once everything is in. Nobody on your team has to remember who to chase.

Start your 14-day free trialSee what your clients see

How the reminders work

  1. 1

    Set the reminder days once

    Each checklist has its own reminder days, counted from when the month's request goes out. They start at 3, 7 and 14 days, and you can change them.

  2. 2

    Reqmora checks what's still missing

    Before each reminder, it looks at what the client has sent. Items that are in, or accepted, are left out. Items you've sent back for a fix are included.

  3. 3

    The reminder goes out at your send time

    Emails go at the hour you choose, in your firm's timezone, from your firm's name. Set a reply-to address in Settings and client replies come straight to you.

  4. 4

    Reminders stop by themselves

    Once nothing is missing, no more reminders are sent. After the due date the request is marked overdue and automatic reminders stop, so you decide the next step.

From Northgate Bookkeeping via Reqmora

Reminder: September 2026 documents still needed - Harbor Café

Hi Sam,

A quick reminder that we're still waiting on a few items:

  • Credit card statement
  • Receipts over $75 (optional)

These are due Thu 22 Oct.

Upload documents

Sent by Northgate Bookkeeping via Reqmora.

The bank statement Sam already sent isn't listed. Names are a sample.

Three tones, your choice

Pick a tone for each checklist, and change it for a client who needs a firmer nudge. This is how each reminder opens:

Gentle

“Just a friendly nudge - whenever you get a chance,”

Standard

“A quick reminder that we're still waiting on a few items:”

Firm

“We still need the following items to keep your books on track - please send these as soon as possible:”

Add your own note to every reminder in Settings, such as “Call us on 555-0100 if anything's unclear”. The client's name, business name and month can be filled in for you.

Why only the missing items

A reminder that lists everything, including what the client already sent, makes them wonder whether their upload worked, and makes the task look bigger than it is. Listing only what's left shows you're keeping track and turns the reminder into a short, finishable job.

The upload link in every reminder opens the client's checklist for the month, with no login. They can see what's done and what's left, upload from their phone, and come back to it later.

For more on timing and wording, read reminder emails that get documents back. If you send reminders by hand today, our free document request email templates will help, and the document chasing cost calculator shows what the chasing costs you.

Questions

Can I choose when reminders are sent?
Yes. Each checklist has its own reminder days, counted from the day the month's request goes out (3, 7 and 14 days to start with). Reminders go out at the send hour you set in Settings, in your firm's timezone.
Do reminders stop automatically?
Yes. A reminder is only sent if something is still missing or needs a fix, so once a client has sent everything, they stop. After the due date, the request is marked overdue and automatic reminders stop too.
Will a client be asked again for documents they've already sent?
No. Each reminder lists only the items that are still missing or that you've asked them to fix. Everything they've already sent is left out.
Can I change the wording?
You choose a gentle, standard or firm tone for each checklist, and can change the tone for an individual client. You can also add your own note to every reminder in Settings, with the client's name, business name and month filled in for you.
Can I send a reminder myself?
Yes. From a request, you can send a reminder straight away, up to once every 12 hours. The request page also shows when the next automatic reminder will go out.
What happens when a client uploads the wrong document?
When a client uploads a PDF or photo, AI checks it against what you asked for and tells the client straight away if it looks like the wrong document or the wrong month. If you spot a problem when reviewing, you can send the item back with a note, and the client gets an email saying what to fix.
Do you send text message reminders?
No. Reminders are sent by email. Every email includes the client's private upload link, which opens on any phone without a login.

Let the reminders run themselves

Set up a checklist, assign it to your clients, and Reqmora sends each month's request and every reminder after it. 14-day free trial, no card needed.

Start your 14-day free trial