Workflow checklists to adapt for your practice
Use and download practical accounting workflow checklists for client onboarding, document collection and review handoffs.
Workflow templates
Start with a clear checklist, then adapt it to the engagement. These practical templates are editable planning resources for your practice, with a printable view and a download for Excel (CSV).
Client onboarding checklist
A practical checklist for welcoming an accounting client, collecting initial information and making the first delivery handoff clear.
Use or downloadInformation collection / Free templateDocument request checklist
Prepare a specific, manageable accounting document request and keep collected documents available for the review that follows.
Use or downloadReview & delivery / Free templateReview & approval checklist
Prepare a clearer handoff from accounting work received to internal review, client approval and a record of the decision.
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