Accountants
Slips, receipts, statements and expenses: your clients know what to provide and your team knows what is missing, even at the height of tax season.
Request my trialYour starter templates
Templates included from the start, ready to tailor to each client.
A personal return and a corporate file need different documents. Start with the right template and tailor the collection to each client.
In your everyday work
Explore the use cases and document checklists included in your firm’s starter templates. Adapt them to fit each client.
01Included template
Keep previous returns, slips and receipts in one checklist. Reminders follow up on missing items, and correction requests stay attached to the right document.
Documents to collect
02Included template
Collect income, expenses, vehicle logs and home office costs. Your client can upload multiple files under a single request.
Documents to collect
03Included template
Collect previous financial statements, bank statements, payroll summaries and sales tax returns. Review the documents, then export them to continue working with your accounting tools.
Documents to collect
Your firm chooses the documents needed for each engagement. Everyone invited to a matter can view its documents; use separate matters when access must remain separate.
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ExploreDoes your practice have its own requirements? Build your catalogue and templates around the way you work.
ExploreYour next matter can be simpler
30 days to try it. No credit card required.