# What bookkeepers collect from clients each month

Source: https://dokutrak.com/requests/bookkeepers
Author: Arthur Teboul, DokuTrak
Published: 2026-10-28
Language: en-US

> Bookkeepers collect bank and credit card statements, receipts, invoices, vendor W-9s and loan statements from each client to close the books every month. The request goes out as soon as the month ends and statements post. The friction: an account nobody mentioned, receipts sent in a pile at quarter end, and vendor W-9s chased in January when 1099s are due.

Monthly bookkeeping runs on a steady flow of documents: statements for every account, receipts behind card charges, invoices on both sides and payroll records. When the flow is regular, the close takes days; when it is not, months pile up and get reconciled in a rush.

The close usually stalls on the same items: a new account the client opened without telling you, a transaction export sent instead of the statement PDF, or receipts for charges nobody remembers. W-9s are another weak spot, easy to collect when a vendor is first paid and hard to get back in January.

## Request guides

- [Bank statement](https://dokutrak.com/requests/bookkeepers/bank-statement)
- [W-9](https://dokutrak.com/requests/bookkeepers/w-9)
- [1099-NEC](https://dokutrak.com/requests/bookkeepers/1099-nec)

## Ask once. DokuTrak does the chasing.

- Your client uploads from one link, with no account and no password.
- Reminders go out on a schedule, by default 2, 5, 10 and 14 days after the request, until the file arrives.
- You accept every file or mark it for re-upload, and your client gets the note by email. The AI never accepts a file.

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