Document checklist templates
Pre-built checklists for every industry. Start collecting documents in minutes, not hours.
Accounting & Tax
Tax Preparation Intake (1040)
Complete individual tax return checklist including W-2s, 1099s, and...
Tax Preparation Intake (1120S)
S-Corp tax return checklist with K-1s, payroll, and business expenses.
Bookkeeping Monthly Close
Monthly reconciliation documents for ongoing bookkeeping clients.
Year-End Close Package
Annual close documents including depreciation schedules and...
Legal
New Client Onboarding — Law Firm
Engagement letter, ID verification, and conflict check documents.
Real Estate Closing
Title documents, surveys, and closing disclosures for property transactions.
Estate Planning Intake
Asset inventory, beneficiary info, and existing estate documents.
Corporate Formation
Articles of incorporation, bylaws, and initial resolutions.
Lending & Finance
Mortgage Loan Application
Income verification, asset statements, and property documentation.
SBA Loan Package
Complete SBA loan application with business financials and projections.
Commercial Real Estate Loan
Property appraisal, rent rolls, and borrower financials.
Personal Loan Application
Streamlined personal loan documentation requirements.
HR & Compliance
New Hire Paperwork
I-9, W-4, direct deposit, and benefits enrollment forms.
Employee Offboarding
Exit interview, equipment return, and final paperwork.
Annual Compliance Review
Policy acknowledgments and required annual certifications.
Insurance & Financial Services
KYC / AML for New Business Client
Know Your Customer and Anti-Money Laundering verification.
Life Insurance Application
Medical history, beneficiary designations, and financial...
Business Insurance Renewal
Updated certificates, loss runs, and coverage requirements.
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