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Free template pack for bookkeepers and tax preparers
Five editable Excel files you can send to clients today. Enter your email, confirm it, and the download link appears straight away.
What is in the pack
- Month-end close checklist: the steps and the client documents each one needs.
- Client tax organizer: the questions and documents to collect before filing.
- Bank reconciliation sheet: statement balance to book balance, with the difference worked out.
- Client intake form: what to ask a new client before the first engagement.
- W-9 request emails and vendor tracker: three copy-paste emails plus a tracker for 1099 season.
- Mileage log: trip-by-trip log with automatic totals.
Each one is also free on its own page, with no signup, if you only need a single file.
Then stop chasing the documents
A template tells the client what to send. It does not make them send it. A DocNag request gives each client one private upload link and reminds them automatically until the list is complete.
Frequently asked questions
What is in the free template pack?
Five Excel files: a month-end close checklist, a client tax organizer, a bank reconciliation sheet, a client intake form and a mileage log. You get the download link right after you confirm your email.
Do I have to subscribe to get it?
The pack is delivered after you confirm your email, then you get about one email a month about new free tools. Every email has an unsubscribe link. Each template is also available on its own page without any signup.
Can I edit the files and use them with my clients?
Yes. They are plain Excel files. Change the wording, add your logo and send them to clients.