// Resources · Templates

Templates Library

Pre-built checklists for every kind of engagement. Fork and customize.

Accountants

Individual Tax Prep

Standard 1040 prep checklist.

8 items
Use template
Accountants

Small-Business Tax Prep

Schedule C / S-Corp / LLC packet.

12 items
Use template
Bookkeepers

Monthly Close

Statements, receipts, reconciliations.

6 items
Use template
Financial Advisors

KYC Onboarding

ID, statements, tax forms.

7 items
Use template
Agencies

Agency Project Kickoff

Brief, brand kit, contract.

5 items
Use template
Legal Firms

Legal New-Matter Intake

Engagement letter, ID, retainer, conflict check.

6 items
Use template
Accountants

Audit Prep

Bank statements, reconciliations, GL.

10 items
Use template
General

General Client Onboarding

Engagement letter + W-9 + ID.

4 items
Use template

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