I would be interested to know this too. When using this, we don’t set the reminder dates if it is less than 7 days before we need something - this is because we got more response from clients letting us know that we were chasing for info twice on the same day (ie the original request and the reminder) - so more often than not, we don’t use the reminder section.

That’s not to say that we don’t want to - just we don’t always have the opportunity. For example, payroll, is a 3 day turn around, so it’s not always possible.

Okay, I am testing it now:

I expect to get:

1. First email right away on 2/20/2023
2. Reminder email on 2/22/2023, 7 days before first task due date
3. Reminder email on 3/1/2023, first task due date
4. Three consecutive reminders on 3/2, 3/3, and 3/4/2023 as the first task goes past due

I’ll update here as it happens.

Thanks for bringing this to my attention. I will chat with my team to see about getting the help docs updated.

UPDATE: Reminder #1 fired 7 days before the earliest due date client request. This screenshot is from February 22, 2023:

We usually do not have due dates for client requests within the request.  We set custom reminders to send say once a week or once every two weeks.  This seems to work well for our clients.  We leave details within the request if we need documents immediately.  Something like “Please complete your engagement letter immediately to hold your place for tax preparation”.

I got my second reminder today as expected: