CPA — Client Document Chase

Activate when: a tax or bookkeeping engagement is blocked on client paperwork; a client has gone quiet on a document request; drafting an initial PBC/document request; deciding whether to extend, deliver incomplete, or disengage; user says 'chase the client', 'missing documents', 'PBC list', 'client won't respond', 'what am I still waiting on?'. Do NOT activate when: the documents are in hand and the question is technical treatment; the request is to prepare or review the return itself. More: deciqai.com/c/cpa-doc-chase