Building Requests with Templates
Client Collaboration provides a selection of reusable content that you can combine to create custom client requests. This reusable content is stored in the Library, which is accessible by clicking 
in the upper left of the toolbar, and then clicking Library. You can also supplement the system-provided content by creating your own items.
The types of content that you can use and create are:
- Paragraph and engagement letter templates. Paragraph templates are the building blocks used to create engagement letter templates. Client Collaboration provides some standard paragraphs and letters that you can use as-is, or you can create your own.
- Keywords. Keywords are variables that allow you to customize generic paragraphs for use with specific clients.
- Question and questionnaire templates. Similar to paragraphs and letters, you can combine custom questions to create questionnaires. Some question types can be set up to include additional document requests for a client based on how the client responds. The questionnaires that you create will supplement, not replace, the system-provided questions that are standard for all requests.
- Document request lists. Client Collaboration provides a sample blank organizer that you can use for clients who do not have prior year returns. You can also create custom document request lists to address specific needs. Your custom document request lists can be used to supplement the request lists based on prior-year items.