Free client document checklists
Copy them into your own process, or send them to clients as a secure upload link with automatic reminders.
Month-end close checklist: documents to request from clients
A free month-end close checklist for bookkeepers: the statements, receipts and answers to collect from each client before closing the books.
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Tax document checklist for clients (individual returns)
A free tax document checklist for preparers: the income forms, deduction records and questions to collect from individual clients before tax season.
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New client onboarding checklist for bookkeepers and accountants
A free client onboarding checklist: the documents, access and answers to collect from a new business client before the first month of work.
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