Replies posted by Tristan Hefley

1 Reply

Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team
asked in Ask a Peer

Sending Client Requests - How many people do you need to send one request to?

Looking over my past few months of emails, most often I need to reach out to two people. Often this is dynamic and is because my normal contact is going on vacation and can only work on a portion of their usual duties. On occasion during tax season I needed to email three people, usually two business partners and their normal bookkeeper.  I would say that I have never needed to send an information request to more than 5 people. I would also that that I often need to bring in a new person after an information request has been sent out so being able to add someone after the initial sending would be appreciated.  

22
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Beginner
10 months ago

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