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
Description:
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
Description:
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
Description:
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
Contact Us
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