Pick the kind of client you serve. Each page has a ready checklist you can send as one link, with automatic reminders until everything is in.

Document collection for e-commerce clients

Payouts are net of fees and refunds, so the close stalls until the right report arrives, not just any statement.

Document collection for contractor and trades clients

Job costing only works if receipts are tied to jobs, and that paperwork is the part clients forget.

Document collection for farm and ranch clients

Income arrives as scattered tickets and settlement sheets from several buyers, so the books stay open until every paper is in, not just the bank statement.

Document collection for rideshare, delivery and gig clients

Each platform reports differently and mileage is the largest deduction, so a missing export costs the client real money.

Document collection for remote and virtual bookkeeping clients

Remote work has no desk drop-off, so the checklist has to be the single place a client looks, and the reminders replace the follow-up call.

Document collection for bookkeeping and payroll clients

Payroll deadlines are fixed, so a missing timesheet or W-4 cannot wait; reminders that keep coming replace the last-minute phone call.

Document collection for landlord and rental property clients

Income and expenses have to be split by property, so a missing manager statement or repair invoice holds up the whole set of books.

Document collection for nonprofit clients

Restricted funds and grants must be tracked separately, so a receipt without its program or fund label holds up the close.

Document collection for real estate agent and brokerage clients

Commission income arrives net of brokerage fees, so the books stall until each closing statement is in, and the mileage log is often the largest deduction.

Document collection for trucking and owner-operator clients

Settlement statements show gross pay before chargebacks and fuel advances, so the income side cannot be reconciled until each one is in.

Document collection for salon, barber and beauty clients

Income arrives through the booking app, card payouts, cash and booth rent, so the close stalls until every source is in, not just the bank statement.

Document collection for catch-up and cleanup clients

A cleanup cannot start until the full date range of statements is in, so one gap in March stalls everything after it and reminders keep the project moving.

Document collection for restaurant and cafe clients

Sales are spread across POS, delivery apps and cash, and tips run through payroll, so the close stalls until every source report is in, not just the bank statement.

Document collection for medical and dental practice clients

Revenue arrives from insurers and patients through different channels, so deposits cannot be matched until the remittance and processor reports are in, not just the bank statement.

Document collection for law firm clients

Trust account records have to reconcile separately from operating funds, so the month cannot close until the trust statement and the client ledger both arrive, not just the operating bank statement.

Document collection for creator and influencer clients

Income lands on several platforms and often arrives net of fees, so deposits cannot be matched until each payout report is in, not just the bank statement.

Document collection for Airbnb and short-term rental clients

Payouts arrive net of fees and are split across properties, so the books stall until each platform earnings report is in, not just the bank statement.

Tax document collection for tax preparers

Returns stall on one missing form, so a per-client checklist with automatic reminders beats an email thread you have to re-read every week.

Document collection for enrolled agents and tax resolution clients

Notices carry response deadlines, so a missing letter or unsigned 2848 costs days you do not have, and automatic reminders beat phoning the client each week.

Document collection for business tax return clients (1120-S, 1065, Schedule C)

Entity returns stall on the year-end books and one missing statement, so a per-client checklist with automatic reminders beats chasing owners by email and phone every week.

Document collection for extension and late-filing tax clients

An extension only moves the deadline, so a return stalled on one late K-1 or brokerage statement needs steady reminders until it arrives, not a one-time request.