Accounting firms
Collection requests
Request missing evidence from a client, track the conversation, and resolve the request in the same workspace as the resulting documents.
Create a request
Start from the client workspace or the firm command center. Describe the missing document or evidence, set the relevant client and period, and send the request to the client contact.
Shared timeline
Accountant and client activity is stored on the request timeline. Firm-wide search can find requests across permitted clients, including completed or cancelled requests when requested.
Resolve with evidence
Close a request when the required evidence has arrived and been reviewed. Keep exceptional or disputed items visible rather than marking a period complete prematurely.
Financial context should stay connected.
Claura keeps the document, conversation, and decision together—so the next person never has to reconstruct the story.
found in Claura documentation · Financial memory