Request guides by profession
By Arthur Teboul, DokuTrak · Published
In short
For each profession, one guide per document it asks clients for: why it is needed, exactly which copy and period to ask for, what to check when it arrives, and a client email you can copy as is.
- CPA firms
Request guides for CPA firms: K-1s, 1099s, bank and card statements, leases, contracts and prior returns for business returns, with an email for each one. (3)
- Bookkeepers
Request guides for bookkeepers: bank and card statements, receipts, invoices, W-9s and loan statements, with what to ask for and an email to send each month. (3)
More guides are published every day.