Resource category
Checklist resources for client document collection
These checklists help bookkeeping teams decide what to request for recurring collection, tax season, onboarding, and month-end close.
Checklists resources
Use checklist resources when the team needs a clear list before requesting files from clients.
Client Document Collection Checklist
Use this operational checklist to request recurring client files, track missing items, and prepare documents for review.
Open resourceTax checklistMissing Tax Documents Checklist
Collect W-2s, 1099s, prior-year returns, payroll reports, and other missing tax-season documents from clients.
Open resourceMonth-end closeBookkeeping Month-End Close Checklist
Use a repeatable close workflow for recurring bank statements, payroll reports, sales exports, receipts, and review status.
Open resourceOnboardingClient Onboarding Document Checklist
Collect entity details, account access, historical files, payroll records, tax context, and operating documents.
Open resourceTurn the right resource into a tracked client request
CollectCue helps teams send document requests, track what is missing, remind clients, and review what arrives.