Skip to content
English - United States
Log In
  • There are no suggestions because the search field is empty.

Using Checklist Templates

When you need to request documents from clients — whether for new client onboarding, an annual engagement, or any other recurring workflow — checklist templates let you quickly send a structured, consistent request every time.

🔍 Finding Your Checklist Templates

Tip: Your account comes pre-loaded with a starter set of common checklists (such as a 1040 checklist) to give you a solid starting point.

  1. Click on Templates to expand the menu.

  2. Click on Checklist Templates.

checklist_1

Checklist Template Dashboard

  1. Click the template name to open it for editing.

  2. At a glance, you can see how many tasks are currently in the template.

  3. When the template was last updated.

  4. Click the copy icon to create a duplicate of an existing template.

  5. Click the trash can icon to delete the template.

  6. Click + New Template to generate a new one from scratch!

checklist_2

🎨 Customizing Your Templates

📘 Tip: Edit and create the templates to your firm's specifications before using them. These are your templates!

Once you have opened a template that you want to edit, you can customize it with the following steps:

  1. Edit the name of the template.

  2. Edit any existing task.

    1. The visible Name of the task.

    2. The Description of the task.

    3. The Document Category assigned to the task (1099-INT, W-2, etc.)

  3. Click + Add New to create a new item for the checklist.

    1. A drop-down will appear for you to select. Clicking an item immediately adds it to the Checklist, where you can edit it.

  4. Once you have finished the template, click Create Template for a new template, or Save for one you are making edits to.

checklist_3

🔦 Using a Template in a Project

After you create a Project, click + New to open the menu to add a new Task. Then click Checklist Templates to open the template window and add the full template or specific items!

checklist_4checklist_5