Template · Freelancers and professional services
Document checklist: Accountant, new client
Who asks whom: The accounting firm to the client
6 documents1 to signFree
Free. You can change everything before sending.
The 6 documents to request
- Engagement letterDocument or photo (PDF, JPG, PNG, HEIC, WebP) · To sign
- Director's IDDocument or photo (PDF, JPG, PNG, HEIC, WebP)
- Articles of associationDocument or photo (PDF, JPG, PNG, HEIC, WebP)
- Company registration extract (Kbis)Less than 3 months old.Document or photo (PDF, JPG, PNG, HEIC, WebP)
- Latest financial statementsDocument or photo (PDF, JPG, PNG, HEIC, WebP)
- Bank access linkLink (web address)
Documents to sign
- Engagement letter: To sign by hand, then send as a photo or PDF.
How it works
- List the documents you need, and their format. With this template, the list is already done.
- Add the people. Everyone sends the same thing, or each their own.
- Set the deadline and how often to remind them. Done.
Everyone gets a personal link by email or text message. No account to create, no app to install: they snap their document with their phone. Invitations and reminders go out between 9 am and 7 pm (Paris time), never on Sundays or public holidays, and stop as soon as the person has sent everything.
Frequently asked questions
Which documents should you request (accountant, new client)?
This template lists 6 documents: engagement letter, director's ID, articles of association, company registration extract (Kbis), latest financial statements, bank access link. One of them must be signed.
Do the people need to create an account?
No. Everyone gets a personal upload link by email or text message, with no account to create and no app to install.
Can I change the list?
Yes. Before sending, you can add, remove or rename a document, and change its format or its instructions.
Is this template free?
Yes. The template is free, and so is the Free plan: one request at a time, 5 people, email reminders.
What happens to sensitive documents?
Some documents in this list are recognised as sensitive (director's ID). They are flagged to you and to the sender, and deleted 30 days after they arrive; you are warned 3 days before, to download what you must keep.
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Ready to send it?
Free. You can change everything before sending.
Updated on September 30, 2026