Template · Finance and accounting
Document checklist: Year-end documents for the accountant
Who asks whom: The accounting firm to the client
6 documents2 to signFree
Free. You can change everything before sending.
The 6 documents to request
- Bank statementsDocument or photo (PDF, JPG, PNG, HEIC, WebP)
- Purchase and sales invoicesDocument or photo (PDF, JPG, PNG, HEIC, WebP)
- Inventory statementDocument or photo (PDF, JPG, PNG, HEIC, WebP)
- Loan agreementsDocument or photo (PDF, JPG, PNG, HEIC, WebP)
- Engagement letterDocument or photo (PDF, JPG, PNG, HEIC, WebP) · To sign
- Management representation letterDocument or photo (PDF, JPG, PNG, HEIC, WebP) · To sign
Documents to sign
- Engagement letter: To sign by hand, then send as a photo or PDF.
- Management representation 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 (year-end documents for the accountant)?
This template lists 6 documents: bank statements, purchase and sales invoices, inventory statement, loan agreements, engagement letter, management representation letter. 2 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 (bank statements). 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