Task Template Suggestions

Task Template Suggestions

Below you will find a variety of templates that you may want to add to your task template library.  Copy and paste these just as they are, or edit them to add your personal touch!

Task Templates

Invoice task
Subject Line: Monthly Invoice


Thank you for your business! Please pay the attached invoice by clicking on the blue Pay Invoice button. You will be prompted to select your preferred payment: ACH or Credit Card.

If you have any questions, please leave a comment at the bottom of this task.

Thank you!

Request Information task

Subject Line: Please Send Source Documents


We need a few additional items in order to complete your statements from this month/year/quarter. 

Please attach the following source documents in the attachment section of this task: bank statement/ deposit slip/sales receipt/ expense report/ purchase order/ payroll list.

eDoc Templates

Subject Line: Tax Return 


Please review this document before signing. 

If you have any questions, comments, or concerns, please contact us and we would be happy to discuss them with you.


Please click Review & Sign below to access the secure signature page. If any other information is required, you will be guided through the necessary form fields in the document.


We want you to understand and feel comfortable with the information being filed. If desired, please reach out to us to request a consultation. 


Learn how to e-Sign an 8879 with KBA (Knowledge Base Authentication).

Subject Line: Yearly Questionnaire 


Please read through and complete your questionnaire. This information will help us complete your tax return(s).

If you have any questions, please leave a comment at the bottom of this task.

Thank you!


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