How to Collect Expense Receipts From Employees (2026)
How to collect expense receipts from employees: what each receipt must show, a one-page policy, IRS accountable plan and CRA basics, and a monthly routine.
21 min read
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Get documents from customers, faster
Practical guides, email templates and checklists for businesses that need paperwork, photos and signed forms from their customers.
Guides
Read-Only Bank Access for Bookkeepers: How to Set It Up (2026)
How to get read-only bank access as a bookkeeper. View-only users vs bank feeds vs statements, bank-by-bank notes, an email template and what access misses.
19 min read
How to Download Bank Statements as a PDF (2026)
How to download bank statements for your bookkeeper as PDFs, with steps for Chase, Bank of America, Wells Fargo, Capital One, RBC, TD, Scotiabank, BMO, CIBC.
19 min read
How to Collect Proof of Renters Insurance From Tenants (2026)
How landlords collect proof of renters insurance from tenants: what to require, how to read a declarations page, interested party vs. additional insured, renewals.
19 min read
How to Get Accounting Clients to Respond Faster (2026)
How to get accounting clients to respond faster: one ask per message, only what's missing, phone-friendly links, firm dates, a reminder cadence and when to call.
19 min read
How Clients Can Send QuickBooks Receipts Without Access (2026)
Can a client upload receipts to QuickBooks without a login? What the forwarding email, user roles and apps really allow, compared, plus a no-login option.
19 min read
Why Clients Don't Use Your Client Portal (and What Works) (2026)
Why clients won't use the client portal you pay for: the login problem vs. the request problem, when a portal is right, and a no-login option that works.
19 min read
How to Collect Contractor Info for T4A and T5018 Slips (2026)
Canada has no W-9. How to collect a contractor's legal name, SIN or business number before the first payment for T4A and T5018 slips, without emailing SINs.
19 min read
Best Document Collection Software for Small Businesses (2026)
Document collection software compared for small businesses in 2026: Content Snare, FileInvite, SmartVault, TaxDome, Canopy, Dropbox, Jotform and Tangentflow.
21 min read
How to Get Bank Statements From Clients Every Month (2026)
How to get bank statements from clients every month: uploads vs view-only bank access vs forwarding, client download steps, email templates and a setup.
19 min read
How to Get Bookkeeping Clients to Send Receipts on Time (2026)
How to get clients to send receipts on time: a fixed monthly date, one phone-friendly link, a list of only what's missing, paced reminders and templates.
21 min read
How to Ask Customers for Photos (and Get Usable Ones) (2026)
How to ask customers for photos you can quote from. Shot lists by trade, message and reminder templates, video tips, QR codes and how to check every photo.
19 min read
How to Collect Certificates of Insurance From Subcontractors (2026)
How to collect certificates of insurance from subs and vendors: what to require, what to check on every ACORD 25, endorsements, renewals and a request email.
19 min read
How to Collect W-9 Forms From Vendors and Contractors (2026)
How to collect W-9 forms from vendors before the first payment, check them and stay ready for 1099s. 2026 thresholds, email templates and a Canada note.
19 min read
Google Forms File Upload Without Sign-In: What Works (2026)
Google Forms makes people sign in to upload files. Here is why, what the limits are, and the alternatives that let anyone upload files without a Google account.
19 min read
How to Collect Documents From Clients (2026 Guide)
How to collect documents from clients without chasing. Checklists, one private link, real deadlines, paced reminders and instant checks, plus a step-by-step setup.
18 min read
UGC and Testimonial Usage Rights Release Guide (2026)
What to put in a UGC or testimonial usage rights release, from channels and term to paid ads, edits, pay and revocation, with a plain-language sample to adapt.
18 min read
How to Collect Video Testimonials From Customers (2026 Guide)
How to collect video testimonials customers actually record. Who to ask, when, the best prompts, recording tips, consent, reminders and tools compared.
18 min read
Client Reminder Schedule for Missing Documents (2026 Guide)
Get clients to send documents on time with a reminder schedule paced to the deadline. Example schedules, copy-ready emails, tone tips and when to call.
15 min read
How to Collect Signed Forms From Customers Online (2026)
How to collect signed forms online, compared. Fillable PDFs, simple e-signatures, full e-sign platforms and Word forms, plus US and Canada e-signature basics.
16 min read
Checklists
Loan Documents Bookkeepers Need From Clients (2026)
Loan documents for bookkeeping, by loan type: agreements, amortization schedules, closing statements and year-end interest statements, plus how to use them.
19 min read
Nonprofit Bookkeeping Documents Checklist (2026)
What to request from nonprofit, church and charity clients: onboarding papers, monthly deposits and receipts, grants, in-kind gifts, Form 990 or T3010 items.
20 min read
Quarterly Estimated Taxes: What to Get From Clients (2026)
A quarterly estimated tax checklist for clients: 2026 IRS and CRA due dates, what to collect each quarter, a reminder email and steps after a missed payment.
20 min read
Payroll Reports Your Bookkeeper Needs Each Month (2026)
The payroll reports a bookkeeper needs each month from Gusto, ADP, QuickBooks, Paychex, Wave and Canadian providers, plus how to book and reconcile them.
21 min read
1099 Season Checklist for Bookkeepers (2026)
A 1099 season checklist for bookkeepers: an October to January plan for every client, the client request, the $2,000 threshold, IRIS and the 2027 deadline.
19 min read
Bookkeeping Client Offboarding Checklist (2026)
A bookkeeping client offboarding checklist for US and Canadian bookkeepers: notice, final invoice, records handback, software access and copy-ready exit emails.
19 min read
Self-Employed Tax Documents Checklist (2026)
A self-employed tax documents checklist for Schedule C and T2125, split US and Canada, with income, expenses, home office, vehicle and tax payments made.
20 min read
Shopify, Stripe and Amazon Reports Your Bookkeeper Needs (2026)
The reports your bookkeeper needs from Shopify, Stripe, PayPal, Amazon, Square and Etsy: exact names, where to find them, and why payouts must tie to deposits.
19 min read
Property Management Owner Onboarding Checklist (2026)
A property management owner onboarding checklist for the US and Canada, by stage: agreement, W-9 or NR6, owner ACH, insurance, keys, leases and lead disclosure.
19 min read
Rental Property Tax Documents Checklist (2026)
A rental property tax documents checklist for Schedule E and T776, split US and Canada, per property, with first-year vs every-year items and a collection plan.
20 min read
Client Onboarding Checklist for Accounting Firms (2026)
A client onboarding checklist for accounting firms in the US and Canada: engagement letter, IRS and CRA authorizations, prior-year documents and a 30-day plan.
19 min read
Business Tax Return Documents Checklist: US and Canada (2026)
A business tax return documents checklist for S corps, partnerships, C corps and Canadian T2 returns, with entity extras, due-date rules and a collection plan.
19 min read
Car Loan Documents Checklist: What Lenders Need (2026)
Documents needed for a car loan: ID, proof of income and residence, insurance, references and trade-in payoff. What lenders call stips and how to clear them.
19 min read
Catch-Up Bookkeeping Checklist: What to Get From Clients (2026)
The documents needed for catch-up bookkeeping, in the order to ask: accounts list, every statement, sales, payroll and tax letters, plus a month tracker.
19 min read
GST/HST Receipt Requirements for Input Tax Credits (2026)
GST/HST receipt requirements for input tax credits: what a receipt must show under $100, $100 to $499.99 and $500+, and what to ask clients when it falls short.
19 min read
Law Firm Client Intake Checklist and Form Questions (2026)
A law firm client intake checklist for the US and Canada: intake stages, conflict check questions, documents by practice area, ID rules and engagement letters.
19 min read
Month-End Close Checklist for Bookkeepers (2026)
A month-end close checklist for bookkeepers: reconciliations, AR/AP, payroll, sales tax, accruals, reports and locking the period, plus a 10-day close timeline.
21 min read
Monthly Bookkeeping Checklist: What to Get From Clients (2026)
A monthly bookkeeping checklist of what to get from clients: statements, receipts, payouts and payroll, plus a request calendar, email templates and IRS/CRA basics.
20 min read
Move-In and Move-Out Inspection Checklist With Photos (2026)
A room-by-room move-in and move-out inspection checklist with photo tips, wear and tear vs damage, deposit rules by state and province, and a signed report.
19 min read
Acceptable Proof of Address Documents: US and Canada (2026)
Which proof of address documents are usually accepted in the US and Canada, how recent they should be, what gets rejected, and what to use without a utility bill.
19 min read
Year-End Bookkeeping: What to Request From Clients (2026)
Year-end documents to request from bookkeeping clients, when to send them, a PBC-style list, email templates, and 1099, T4A and T5018 timing for 2026.
19 min read
Mortgage Documents Checklist: What Lenders Ask For (2026)
A mortgage documents checklist for US and Canadian borrowers: ID, income, assets, gift letters, property papers, what good looks like and how to collect it.
21 min read
New Hire Paperwork Checklist for the US and Canada (2026)
A new hire paperwork checklist for US and Canadian employers: I-9, W-4, TD1, SIN, direct deposit, policies and contractor forms, and how to collect them.
19 min read
Tax Document Checklist for Clients, US and Canada (2026)
A complete tax document checklist for clients in the US and Canada, with IRS and CRA slips side by side, questions that trim the list and how to collect it.
18 min read
Rental Application Documents Checklist for Landlords (2026)
The complete rental application documents checklist for landlords and property managers. ID, proof of income, bank statements, references, pets and guarantors.
19 min read
Insurance Claim Documentation Checklist for Contractors (2026)
The insurance claim documentation checklist for restoration and roofing contractors. Homeowner documents, damage photo standards, and the paperwork to get paid.
18 min read
Templates
PBC List Template for Audits and Reviews (2026)
A copy-ready PBC list template for small audits and reviews, organized by area with export formats, a request timeline, tracking options and Tangentflow setup.
19 min read
Bookkeeping Client Intake Form: 45 Questions to Ask (2026)
A bookkeeping client intake form with 45 copy-ready questions by topic, why each one matters for scoping and pricing, and a short discovery call version.
19 min read
Bookkeeping Engagement Letter Template (2026)
A plain-English bookkeeping engagement letter template for US and Canadian bookkeepers: scope, exclusions, client duties, fees, data and how to get it signed.
19 min read
Tax Season Reminder Email Templates for Clients (2026)
Tax season reminder email templates for a full January to April sequence, with subject lines, US and Canada versions, text messages and missing-item follow-ups.
19 min read
Missing Receipt Form Template for Small Businesses (2026)
A free missing receipt form template to copy, with IRS and CRA rules on lost receipts, better alternatives, and when a signed declaration is not enough.
21 min read
Late Document Policy for Bookkeepers: Fees and Wording (2026)
A late document policy for bookkeepers: six options compared, how to set a catch-up or rush fee, and copy-paste engagement letter and reminder wording.
19 min read
Get Records From a Client's Previous Accountant: Templates (2026)
A letter to a previous accountant requesting records, a client authorization template, what to ask for, a follow-up plan and what to do if they don't reply.
19 min read
How to Ask Clients About Uncategorized Transactions (2026)
How to ask clients about uncategorized transactions: one batched monthly list, specific multiple-choice questions, 8 copy-paste templates and threshold rules.
19 min read
10 Testimonial Request Email Templates (2026, With Subject Lines)
Copy-ready testimonial request email templates with subject lines and timing for the first ask, video and written reviews, reminders, fixes and thank-yous.
17 min read
UGC Brief Template for Brands and Agencies (2026)
A copy-ready UGC brief template with a deliverables table, hooks, must-say lists, revisions, raw files, usage rights and disclosure, plus how to collect it all.
18 min read
14 Document Request Email Templates to Copy and Paste (2026)
Copy-ready document request email templates with subject lines for first requests, reminders, missing pages, expired IDs, wrong documents and thank-you notes.
17 min read
Security
Secure Ways to Receive Sensitive Documents From Clients (2026)
Secure ways to receive sensitive documents from clients, compared. Why email and text are risky, what a safe setup looks like, and a checklist for any tool.
18 min read