Tracking form completion is how you know whether to follow up with a client or leave the reminder system to handle it. PreciseFP surfaces this on the dashboard and within each individual engagement, so you don’t have to email or call a client to ask if they’ve started. This is one of the more frequent daily tasks for anyone managing a book of outstanding fact finders or reviews.
Where and How Completion Is Tracked
The dashboard is the first place to check. It shows the total number of engagements sent, along with how many are in progress and how many are completed, alongside a recent activity feed listing what’s happened across the account. This gives you a quick view of overall workload without opening individual client records.
For more detail on a specific engagement, open the engagement details, where PreciseFP tracks progress page by page, both as a percentage of fields filled in and the time the client has spent on the form. This level of detail is useful for spotting where clients tend to stall, such as a page asking for tax details that takes longer than the rest of the form.
Engagements that haven’t been completed show as “not started” or “in progress,” and you can act on either state directly from that view: resending the link, copying it to send from your own email or closing the engagement manually if it’s no longer needed. Engagements with uploaded documents or e-signatures show those items separately, so you can confirm not just that a form was submitted but that any attachments or signatures came through with it.
Notifications add a layer on top of manual checking. You can configure alerts for specific triggers, such as being notified the moment a client completes an engagement, so completion doesn’t depend on remembering to check the dashboard at all.
PreciseFP Value: How We Support Completion Tracking
PreciseFP gives you visibility into engagement status without needing to contact clients to check progress.
With PreciseFP, you can:
- Check dashboard summaries: See totals for in-progress and completed engagements across the whole account
- View page-by-page progress: Track percentage completed and time spent on each page of an engagement
- Read status labels at a glance: Quickly identify which engagements are not started, in progress or completed
- Act with resend and reopen controls: Handle unfinished engagements without recreating them
- Track attachments and signatures: Confirm uploaded documents and e-signatures came through with the submission
- Get completion notifications: Hear automatically when a client finishes a form
To learn more about completion tracking in the dashboard, visit the PreciseFP dashboard help article.
FAQs About Tracking Client Form Completion
Where can I see which client forms are still outstanding?
The dashboard shows a summary of engagements that are in progress or completed, and each individual engagement can be opened for more detail, including which page a client stopped on. This gives you a full view without contacting clients directly.
Can I see how much of a form a client has actually filled in?
Yes, PreciseFP tracks the percentage of fields completed and the time spent on each page of an engagement. This can also help you identify which sections of a template tend to slow clients down.
How do I get notified when a client finishes a form?
Notifications can be configured to alert you when a specific engagement, or any engagement sent by your team, is completed. This removes the need to check the dashboard manually to know when a client has submitted.
What can I do if a client hasn’t finished a form after several days?
You can resend the engagement link directly, or rely on PreciseFP’s automatic reminder, which prompts the client after a set number of days without a response. Unfinished engagements can also be closed manually if they’re no longer needed.