Is there a free generator?
Yes. Use the client document chasing email generator on our free tools page.
Email template
Bank statement request template for accountants
Last updated: 4 June 2026
Use ready-made request wording and a structured upload workflow when clients delay bank statements.
ComplyChase AI helps track documents, expiry dates, reminders, uploads, and proof. It does not provide legal, tax, accounting, or compliance advice. Final responsibility remains with the business, accountant, adviser, or authorised user.
Best For
Bookkeepers, VAT teams, and year-end preparers
Monthly bookkeeping
Quarterly VAT
Year-end accounts
Mortgage evidence packs
Real-world example
A bookkeeping team requests January–March PDF statements from twelve clients on the 5th of each month, using the same template email and upload link text so clients know exactly what to send.
Problem
Why firms search for bank statement request template
Clients send partial statements or screenshots only.
Staff rewrite the same chase email every month.
Statements arrive without clear period labels.
Outcome
What ComplyChase AI helps you put in place
Template request emails
Secure upload for PDF statements
Missing-item visibility
Reminder history for audits
Example workflow
A practical way to handle this client document work
- 1. Start from a repeatable checklist for Monthly bookkeeping. Start from a repeatable checklist for Monthly bookkeeping.
- 2. Give the client a secure upload path instead of scattered email attachments. Give the client a secure upload path instead of scattered email attachments.
- 3. Keep every requested document visible by client, due date, and status. Keep every requested document visible by client, due date, and status.
- 4. Use AI suggestions as a helper, then confirm or edit before saving deadlines. Use AI suggestions as a helper, then confirm or edit before saving deadlines.
- 5. Keep upload history, notes, and evidence together for internal review. Keep upload history, notes, and evidence together for internal review.
Example checklist
Documents and evidence firms often request
Monthly bookkeeping
Add owner, due date, status, reminder timing, and proof notes.
Quarterly VAT
Add owner, due date, status, reminder timing, and proof notes.
Year-end accounts
Add owner, due date, status, reminder timing, and proof notes.
Mortgage evidence packs
Add owner, due date, status, reminder timing, and proof notes.
Free tool CTA
Create a checklist, reminder email, tracker, calendar reminder, or workflow diagram before you move the process into ComplyChase AI.
Try Free Tools
FAQ
Questions bookkeepers, VAT teams, and year-end preparers ask
Related solutions
More guides for UK accountants and bookkeepers
Pricing CTA
Start from £29/month for up to 10 clients.
Email reminders are included in all plans. Paid add-ons, including WhatsApp reminders, are coming soon.
Ready to reduce document chasing?