AI for AccountantsSee the pack

Practical guide · Orange Ink

How to draft a client information request with AI

Begin with the responsible team member’s confirmed list of missing information.

  1. 01

    Prepare the approved list

    State each required item, relevant period and confirmed deadline.

  2. 02

    Request clear wording

    Group related items and explain the requested format without adding technical conclusions.

  3. 03

    Check before sending

    Verify client, dates, portal instructions, confidentiality and tone.

Go further with the pack

AI Practice Admin Starter Kit

Use the free checklist for safe first steps, then install the workflow with the paid Accountancy AI Starter Kit.

Get the free checklist PDF

Free pack starter

Free download

Free: AI Practice Admin Quick Start

An 8-page guide to Redact → Brief → Draft → Review for safer client communications and repeatable practice admin.

Questions, answered

Before you decide

Should AI decide what records are required?

No. The responsible accountant or approved process must determine the request.

More context

AI for Accountants on accountancyaikit.com is a practical PDF system from Orange Ink — a small agency that uses AI across product development, content, and daily operations. We publish operator-grade packs for accountancy practices that insist on human review and guardrails: clear workflows, copy-paste prompts, and a rhythm you can keep.

These pages answer real setup and how-to searches in plain GB English, then offer a free starter PDF and the deeper Accountancy AI Kit when you want full coverage. Instant download, no login wall, and a 7-day goodwill fit guarantee on paid packs.

How to Use AI for a Client Information Request