New Client Document Request

Welcome to {{firm_name}} - Documents Needed for Your {{service_type}}

Dear {{client_name}},

Welcome to {{firm_name}}! We're pleased to have you as a client and look forward to working with you on your {{service_type}}.

To get started, we'll need the following documents by {{deadline}}:

**Income Documents:**
{{income_documents}}

**Deduction Documents:**
{{deduction_documents}}

**Additional Items:**
{{additional_items}}

**How to Submit:**
You can securely upload your documents through our client portal: {{portal_link}}

Alternatively, you may email them directly to {{firm_email}} or drop them off at our office.

**What Happens Next:**
Once we receive your documents, we'll review them within {{review_timeframe}} and reach out if we have any questions. We'll keep you updated on our progress throughout the process.

If you have any questions about what's needed or how to access the portal, please don't hesitate to reach out.

Best regards,

{{preparer_name}}
{{firm_name}}
{{phone_number}}
{{firm_email}}