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Every record an accountant waits for, asked for once from one link.

Every year end, VAT quarter and payroll starts with the same wait for bank statements, IDs and replies. Docsroom asks each person once, gives them their own link and chases whoever has not replied.

8 templates80 requestsWritten for accountants

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Eight templates for accountants

Open a template to see every request in the order it is asked, and watch it written in and answered.

New customer starter checklistfor new customers · before we start the work12 requests12 requests
New customer starter checklistMitchell Building Services · new customer9 of 12 back
  • Who you are
  • FormDirector details6 questionsAssigned to RMRyan Mitchell, directorFrom Helenin 2 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to RMRyan Mitchell, directorFrom Helenin 2 daysComplete
  • UploadProof of addresslast three monthsAssigned to RMRyan Mitchell, directorFrom Helenin 3 days1 file sent
  • Your company
  • FormCompany details8 questionsAssigned to RMRyan Mitchell, directorFrom Helenin 3 daysReady to check
  • QuestionCompany UTRten digits from HMRCAssigned to RMRyan Mitchell, directorFrom Helenin 3 daysComplete
  • QuestionCompanies House codesix charactersAssigned to RMRyan Mitchell, directorFrom Helenin 3 daysAwaiting reply
  • UploadLast year’s accountsif you had an accountantAssigned to RMRyan Mitchell, directorFrom Helenin 4 daysReminder sent
  • QuestionYour old accountantname and addressAssigned to RMRyan Mitchell, directorFrom Helenin 4 daysComplete
  • Working together
  • ApprovalEngagement letterread and approveAssigned to RMRyan Mitchell, directorFrom Helenin 5 daysReady to check
  • ApprovalContact your old accountantso we can ask for papersAssigned to RMRyan Mitchell, directorFrom Helenin 5 daysReady to check
  • ApprovalActing for you with HMRCyou also approve on HMRCAssigned to RMRyan Mitchell, directorFrom Helenin 5 daysComplete
  • DecisionBookkeeping softwareXero, QuickBooks or otherAssigned to RMRyan Mitchell, directorFrom Helenin 6 daysAwaiting reply
Staff starter checklistfor new team members · before their first day11 requests11 requests
Staff starter checklistAisha Khan · trainee accountant9 of 11 back
  • Right to work
  • QuestionRight to work share codenine charactersAssigned to AKAisha Khan, trainee accountantFrom Helenin 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to AKAisha Khan, trainee accountantFrom Helenin 3 daysComplete
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to AKAisha Khan, trainee accountantFrom Helenin 4 daysReady to check
  • QuestionNational Insurance numberone lineAssigned to AKAisha Khan, trainee accountantFrom Helenin 4 daysReady to check
  • UploadP45 from your last jobor tell us if noneAssigned to AKAisha Khan, trainee accountantFrom Helenin 5 daysComplete
  • ApprovalEmployment contractread and approveAssigned to AKAisha Khan, trainee accountantFrom Helenin 5 daysAwaiting reply
  • Qualifications
  • UploadExam certificatesAAT, ACCA or degreeAssigned to AKAisha Khan, trainee accountantFrom Helenin 7 daysReminder sent
  • QuestionProfessional membershipbody and numberAssigned to AKAisha Khan, trainee accountantFrom Helenin 7 daysComplete
  • UploadMoney laundering trainingif you have a certificateAssigned to AKAisha Khan, trainee accountantFrom Helenin 7 days1 file sent
  • Confidentiality
  • ApprovalConfidentiality agreementread and approveAssigned to AKAisha Khan, trainee accountantFrom Helenin 5 daysReady to check
  • ApprovalData security policyread and approveAssigned to AKAisha Khan, trainee accountantFrom Helenin 6 daysComplete
Year end accounts packfor limited companies · after the year end11 requests11 requests
Year end accounts packAshdown Print Ltd · year to 31 March9 of 11 back
  • Bank and papers
  • UploadBank and card statementsevery account, whole yearAssigned to ECEmma Clarke, directorFrom Helenin 5 daysComplete
  • UploadSales invoicesor a sales reportAssigned to ECEmma Clarke, directorFrom Helenin 6 daysComplete
  • UploadBills and receiptsa photo of each is fineAssigned to ECEmma Clarke, directorFrom Helenin 7 days1 file sent
  • The balance sheet
  • TableMoney owed to youcustomer, invoice, amountAssigned to ECEmma Clarke, directorFrom Helenin 7 daysReady to check
  • TableMoney you owesupplier, invoice, amountAssigned to ECEmma Clarke, directorFrom Helenin 7 daysComplete
  • TableStock at year endif you hold anyAssigned to ECEmma Clarke, directorFrom Helenin 8 daysAwaiting reply
  • TableAssets bought or solditem, date, costAssigned to ECEmma Clarke, directorFrom Helenin 8 daysReminder sent
  • TableDividends paiddate, shareholder, amountAssigned to ECEmma Clarke, directorFrom Helenin 8 daysComplete
  • QuestionDirector’s loan accountmoney in or outAssigned to ECEmma Clarke, directorFrom Helenin 8 daysReady to check
  • Questions and approval
  • FormYear end questions10 questionsAssigned to ECEmma Clarke, directorFrom Helenin 9 daysReady to check
  • ApprovalAccounts and Corporation Taxread and approveAssigned to ECEmma Clarke, directorFrom Helenin 12 daysComplete
VAT quarter packfor VAT registered customers · each quarter, before we file9 requests9 requests
VAT quarter packMarsh Lane Joinery · VAT quarter7 of 9 back
  • The quarter
  • UploadBank statementsevery accountAssigned to BMBen Marsh, ownerFrom Helenin 3 daysComplete
  • UploadSales invoicesfor the quarterAssigned to BMBen Marsh, ownerFrom Helenin 4 daysComplete
  • UploadBills and receiptsphotos are fineAssigned to BMBen Marsh, ownerFrom Helenin 5 days1 file sent
  • VAT questions
  • QuestionSales abroadexports or EU customersAssigned to BMBen Marsh, ownerFrom Helenin 5 daysReady to check
  • QuestionGoods from abroadimports this quarterAssigned to BMBen Marsh, ownerFrom Helenin 5 daysComplete
  • QuestionLarge purchasesvehicles or equipmentAssigned to BMBen Marsh, ownerFrom Helenin 5 daysAwaiting reply
  • QuestionAnything unusualrefunds or bad debtsAssigned to BMBen Marsh, ownerFrom Helenin 5 daysReminder sent
  • Your return
  • ApprovalApprove the VAT returnread and approveAssigned to BMBen Marsh, ownerFrom Helenin 7 daysComplete
  • DecisionHow you pay HMRCDirect Debit or transferAssigned to BMBen Marsh, ownerFrom Helenin 7 daysReady to check
Monthly payroll packfor employers · before each pay run9 requests9 requests
Monthly payroll packThe Copper Kettle · monthly payroll7 of 9 back
  • This month’s pay
  • TableHours workedeach person, each weekAssigned to HPHannah Price, ownerFrom Helenin 2 daysComplete
  • TableOvertime and bonusesname and amountAssigned to HPHannah Price, ownerFrom Helenin 2 daysComplete
  • TableHoliday and sick daysname, dates, typeAssigned to HPHannah Price, ownerFrom Helenin 2 daysReady to check
  • TablePay rate changesname, new rate, fromAssigned to HPHannah Price, ownerFrom Helenin 2 daysReady to check
  • Joiners and leavers
  • FormNew starter detailsname, NI number, bankAssigned to HPHannah Price, ownerFrom Helenin 2 daysComplete
  • QuestionLeaversname and last dayAssigned to HPHannah Price, ownerFrom Helenin 2 daysAwaiting reply
  • Pensions and pay day
  • QuestionPension changesjoiners and opt-outsAssigned to HPHannah Price, ownerFrom Helenin 3 daysReminder sent
  • DecisionPay dateusual day or anotherAssigned to HPHannah Price, ownerFrom Helenin 3 daysComplete
  • Approval
  • ApprovalPayroll summaryread and approveAssigned to HPHannah Price, ownerFrom Helenin 4 daysReady to check
Self assessment packfor self assessment customers · From April, before 31 January11 requests11 requests
Self assessment packGraham Ellis · 2025 to 2026 tax year9 of 11 back
  • Your income
  • UploadP60 or final payslipfrom any jobAssigned to GEGraham Ellis, landlordFrom Helenin 7 daysComplete
  • UploadBank interest statementseach accountAssigned to GEGraham Ellis, landlordFrom Helenin 7 daysComplete
  • UploadDividend vouchersfrom each companyAssigned to GEGraham Ellis, landlordFrom Helenin 8 days1 file sent
  • UploadBusiness income and costsspreadsheet or summaryAssigned to GEGraham Ellis, landlordFrom Helenin 10 days2 files sent
  • TableRental income and costsone row per propertyAssigned to GEGraham Ellis, landlordFrom Helenin 10 daysComplete
  • QuestionOther incomepensions, benefits, abroadAssigned to GEGraham Ellis, landlordFrom Helenin 10 daysAwaiting reply
  • Reliefs and extras
  • UploadPension contributionsletters or receiptsAssigned to GEGraham Ellis, landlordFrom Helenin 10 daysReminder sent
  • QuestionGift Aid donationscharity and amountAssigned to GEGraham Ellis, landlordFrom Helenin 10 daysComplete
  • QuestionChild Benefitany received this yearAssigned to GEGraham Ellis, landlordFrom Helenin 10 daysReady to check
  • QuestionShares or property solddates and amountsAssigned to GEGraham Ellis, landlordFrom Helenin 12 daysReady to check
  • Your return
  • ApprovalApprove your tax returnread and approveAssigned to GEGraham Ellis, landlordFrom Helenin 14 daysComplete
New company setup packfor new directors · before we form the company9 requests9 requests
New company setup packNowak Logistics Ltd · new company7 of 9 back
  • The company
  • QuestionCompany name choicesthree, in orderAssigned to TNTomasz Nowak, founderFrom Helenin 2 daysComplete
  • FormCompany details8 questionsAssigned to TNTomasz Nowak, founderFrom Helenin 3 daysComplete
  • The people
  • TableDirectors and shareholdersname, role, shareAssigned to TNTomasz Nowak, founderFrom Helenin 3 daysReady to check
  • FormDirector details6 questionsAssigned to TNTomasz Nowak, founderFrom Helenin 3 daysReady to check
  • UploadPhoto IDpassport or licenceAssigned to TNTomasz Nowak, founderFrom Helenin 3 daysComplete
  • QuestionCompanies House personal codeafter you send your IDAssigned to TNTomasz Nowak, founderFrom Helenin 5 daysAwaiting reply
  • Getting going
  • DecisionVAT registrationnow, later or not yetAssigned to TNTomasz Nowak, founderFrom Helenin 4 daysReminder sent
  • ApprovalArticles of associationread and approveAssigned to TNTomasz Nowak, founderFrom Helenin 5 daysComplete
  • ApprovalCompany details to fileread and approveAssigned to TNTomasz Nowak, founderFrom Helenin 5 daysReady to check
Quarterly tax update packfor sole traders and landlords · each quarter, before it is due8 requests8 requests
Quarterly tax update packDean Whitaker · quarterly update6 of 8 back
  • Money in and out
  • UploadBank statementsfor the three monthsAssigned to DWDean Whitaker, sole traderFrom Helenin 3 daysComplete
  • UploadSales invoicesor a summary of takingsAssigned to DWDean Whitaker, sole traderFrom Helenin 3 daysComplete
  • UploadBills and receiptsphotos are fineAssigned to DWDean Whitaker, sole traderFrom Helenin 4 days1 file sent
  • Other records
  • TableMileagedate, journey, milesAssigned to DWDean Whitaker, sole traderFrom Helenin 4 daysReady to check
  • TableRental income and costsif you let out propertyAssigned to DWDean Whitaker, sole traderFrom Helenin 5 daysComplete
  • QuestionBig purchasesvehicles or equipmentAssigned to DWDean Whitaker, sole traderFrom Helenin 5 daysAwaiting reply
  • Your update
  • DecisionIf records are missingestimate now or waitAssigned to DWDean Whitaker, sole traderFrom Helenin 6 daysReminder sent
  • ApprovalQuarterly updateread and approveAssigned to DWDean Whitaker, sole traderFrom Helenin 7 daysComplete

Written for accountants. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

Customers reply from their phone

Each customer gets their own link. No account and no password, and a passport photo or a bank statement goes straight from their camera.

Every paper dated as it arrives

IDs, statements and approvals land in one list with the day each came in, so a missing paper never depends on anyone’s memory.

Reminds before it’s due, and on the day

Each request gets a date it is due. Docsroom reminds three days before and on the day, and keeps chasing whoever has not replied until it is in.

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