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Build your first client checklist

See what is included before you click. Then open the exact upload page your client would see. Nothing is sent, and you do not need an account.

Included checklist

Monthly bookkeeping

6 items

Bank statement, credit card statement, payroll report, receipts, loan statements, notes.

  1. Bank statementRequired
  2. Credit card statementRequired
  3. Payroll report
  4. Receipts export
  5. Loan statements
  6. Owner notes

No account, work email, or payment card required.

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