Free Document Checklist Generator
Pick your profession and get the exact list of documents to collect from a client. Customize it, copy or print it, or send it as one secure upload link your client actually uses — no account, no password.
Choose a checklist
- Tax prep (individual)Everything a 1040 client needs to send you: income forms, deductions, and ID.Open checklist
- Tax organizerA free client tax organizer for the 2026 tax year: the intake questions, and the document each answer calls for.Open checklist
- Monthly bookkeepingThe monthly-close packet a bookkeeper needs from each client to reconcile the books.Open checklist
- Bookkeeping onboardingWhat to collect from a new bookkeeping client before you close the first month.Open checklist
- New client onboardingThe agreement, contact details, billing info, and access a service business collects to start work with any new client.Open checklist
- Mortgage / loan applicationThe income, asset, and ID documents a borrower needs for a mortgage application.Open checklist
- Law firm client intakeThe intake packet a law firm collects from a new client: ID, signed engagement, conflict-check info, and the documents that establish the case.Open checklist
- Business insurance applicationThe underwriting packet an insurance agent collects from a new commercial client: application, loss runs, and the business profile.Open checklist
More professions coming soon.
From checklist to collected documents
One no-login link
Your client clicks and uploads. No account to create, no password to forget — the #1 reason documents never come back.
AI checks each file
DokuTrak flags the wrong, blurry, or expired file before it reaches you. You approve or send it back in one click.
Reminders run themselves
Automatic nudges until the packet is complete. You stop being your clients’ alarm clock.
Frequently asked questions
What is a document checklist generator?
A document checklist generator builds the exact list of documents you need to collect from a client for a specific job — like a tax return, a monthly bookkeeping close, or a mortgage application. You pick the situation, get a ready-made checklist, customize it, and send it to your client.
Is the checklist generator free?
Yes. The checklists are free to use, copy, print, or email — no account required. Sending a checklist to a client as a secure upload request is a DokuTrak feature. 14-day free trial, no card. Add one only to keep going.
Can I send the checklist to my client to collect the documents?
Yes. Each checklist can be turned into a single secure upload link with DokuTrak. Your client clicks the link and uploads each document from their phone or laptop — no account, no password — and you see which items are still missing.