Free tools for client paperwork

Find what is missing, organize what arrived, and write the next request. Pick the job you need to finish.

Which tool for which step

Collecting documents from a client has three steps: deciding what to ask for, getting it, and making sense of what arrived. Each tool here covers one of them.

Before you ask

The checklist generator starts from your profession and gives you a list of the documents that kind of engagement usually needs, which you then edit. The PBC list generator does the same for a prepared-by-client list, with a period and a status for each item. The tax document checklist generator builds the list for one return from yes-or-no questions, and the engagement letter generator writes the letter that sets the scope before any of it starts.

While you wait

The missing bank statement tracker lays out each account month by month, so the gap is visible and the request for the missing periods writes itself. The follow-up templates are ready-to-edit emails for the second and third reminder.

Once files arrive

The document checker reads a pay stub, a bank statement a W-2 or a 1099-NEC and says whether it is the right document, legible and complete. The bank statement converter turns a PDF statement into a table and a CSV for your review, and the document index generator numbers a list of file names into an index you can hand over. Once the statements are in, the bank reconciliation template does the arithmetic of the monthly reconciliation and comes as an Excel file with working formulas.

What they cost, and what they keep

All of them are free and need no account. The tracker, the PBC list, the index and the reconciliation template run in your browser and save nothing, so export or copy before you leave the page. The document checker and the statement converter send the file to be read, allow three a day without an account, and do not store the file. Each tool page says exactly where the file goes.

The tools cover one step at a time. DokuTrak is what runs the three together for each client: the list becomes a request with one upload link, reminders go out until it is complete, and, if you switch it on, the same document review runs on each file as it arrives.