Free template library
Start with a clear list of questions and files. Preview each checklist before downloading, edit it for your process, then use it in a spreadsheet or build the request in Intaky.
Six editable CSV checklists. No signup needed to view or download.
Free CSV · 10 items
Ask for the answers you need before work begins. This client information form separates contact details, the service requested and supporting evidence, so a client knows what to answer and what to upload.
Preview & download →Free CSV · 10 items
Turn “please send your documents” into a request a client can finish. This document collection checklist helps your team agree on the exact file, who provides it and what counts as a usable submission.
Preview & download →Free CSV · 13 items
Set up the engagement before asking a new client for a year of records. This checklist separates who you act for, which services they need and the information needed to take over from a previous accountant.
Preview & download →Free CSV · 10 items
Give clients a request for the right year, not last year’s email with a new subject line. This year-end document collection checklist focuses on the period, income sources and supporting records your practice needs to review.
Preview & download →Free CSV · 11 items
Collect enough background to assess a new matter without asking the client to tell the same story across a form, a phone call and an inbox of attachments. Keep the information used for conflict checks separate from the evidence needed for the matter.
Preview & download →Free CSV · 13 items
Keep supplier information and the documents that support it in one request. This vendor onboarding checklist separates company details, delivery capability, compliance information and payment records so procurement and finance can review the same case.
Preview & download →Decide which items are essential, name the period each document must cover and identify who can provide it. Remove questions that do not affect your decision. A shorter request with clear instructions is more useful than a long checklist of possible documents.
The downloads work as planning and tracking checklists. They are not an automatic import format for Intaky. To collect responses in the portal, configure the questions and document requests in the form builder or adapt the relevant industry starter template.
Use the checklist to build a request your clients can finish, with progress and review in one portal.
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