Workflow template / Information collection

Document request checklist

Prepare a specific, manageable accounting document request and keep collected documents available for the review that follows.

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Use the checklist as a process planning tool. Adapt the steps to the client, engagement and your practice’s policies. Download an editable copy for Excel (CSV) or print a working copy for your team.

Explain the purposeConnect the request to the work your team is helping the client complete.Specify the period and entityState which dates, account or business entity the information should cover.Separate the requested itemsGive each distinct document or question a clear checklist item.Check the response instructionsProvide a consistent route for sharing information under your practice’s handling policies.Agree follow-up responsibilityIdentify who checks progress and when a personal conversation is appropriate.Check what arrivesConfirm the period, completeness and relevance before marking information ready.Connect the review handoffKeep documents, open questions and supporting context together for the reviewer.

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Document request checklist

Start here.Make it fit your practice.

Tell us what your team needs from accounting software

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Make it fit your practice.