Monthly bookkeeping template
Give clients a monthly checklist that matches the files your bookkeeping team actually needs.
The same files are needed every month, but the request often turns into a thread of partial uploads, reminders, and questions.
Bank and credit card statements arrive at different times.
Receipts are sent without account or transaction context.
Clients forget payroll reports, loan statements, or notes for unusual activity.
Start from the same request structure each month, then adjust the items for the client or entity.
Create a monthly bookkeeping template.
Add the statement, receipt, payroll, and note items you need.
Send the private checklist link for the current month.
Review each upload and mark the item status.
Send follow-up for the missing month-end items.
Use plain item names tied to the client work in front of you.
Clients see a short checklist. Staff see which items are missing, submitted, accepted, or need replacement.
See product screens
Yes. RequestFlow is built around reusable templates for recurring client document requests.
Yes. The firm can rename items, make items required or optional, and add client guidance.
Start with bank statements, credit card statements, receipts, payroll reports, loan statements, and notes for unusual transactions.
Yes. The checklist shows requested items and status so clients can focus on the remaining files.
Start with the client request your team already sends every month. Preview the client upload flow before inviting clients.