Message Builder
Dashboard
SMS
Email
Settings
Requests
Request statements, bank audit certificates, and account confirmation documents.
Correspondence
Requests
Browse all correspondence →
Client / recipient email *
Recipient name (optional)
Subject
Details
Requests
Use accountant wording (“our mutual client”)
Request
Statement
Statements
Bank audit certificate
Account confirmation form
From date (optional)
To date (optional)
Notes (optional)
Remove
Add another request
Clear requests
Extra note (optional)
Also CC
Name (optional)
Email (optional)
Open in Outlook
Copy subject
Copy body
Clear
Enter a “Client / recipient email” to enable “Open in Outlook”.
Preview
To: [recipient] Subject: Statements requested Good morning, As requested, please see the statement below: • Statement Kind regards,
Greeting and your name come from Settings.