Documents & Records Checklist — Update / setup form (auth-only) for Accounting / CPA. Standalone version — a hosted mini landing page (an embeddable twin is also available).

A simple checklist so we can confirm we have access to everything required to do your work accurately. Share reference names and statuses only — we’ll request the actual documents through a secure channel.

What it collects (by section):

• Books access — Have you granted us access to your books? [choice: Yes / Partial / No]; Where your books are kept [dropdown: QuickBooks Online / QuickBooks Desktop / Xero / Wave / FreshBooks / …]; Are bank feeds connected? [dropdown: All connected / Some connected / Not connected / Not applicable]; Banks & accounts (names only) [long text].
• Tax & filing records — Prior-year return — do we have it? [choice: Yes / Partial / No]; State account references [long text]; IRS authorization on file? [dropdown: Not needed / Draft / Sent / Accepted / Revoked / …]; State authorization on file? [dropdown: Not needed / Draft / Sent / Accepted / Revoked / …].
• Supporting records — How are receipts captured? [dropdown: None / QBO mobile / Dext / Expensify / Hubdoc / …]; Do you have a fixed-assets register? [dropdown: Yes / No / In progress]; Any grants or relief programs (with documentation)? [long text].
• Status & gaps — Overall document status [dropdown: Not started / In progress / Complete / Needs review]; Notes on missing or pending items [long text].

Form type: Update / setup (up), auth-only. Niche: Accounting / CPA. Deployment: standalone.

Best for / surface when: Accounting / CPA client workflow — documents & records checklist.