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Checklist · Client
Client Document Request Checklist for Accountants
Ask for everything once, in the right words, so the second and third request never has to happen.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 27 September 2026
Quick answer
A client document request checklist lists exactly what you need for each service, in language clients understand, so records arrive complete first time. Remindoo turns each list into a request with attachments collected through the client portal, plus automatic reminders until everything has arrived.
Why do records arrive incomplete?
Usually because the request used accountancy language, listed too much at once, or had no deadline and no follow-up.
Clients respond to short, specific, plainly worded lists with a date on them. "Bank statements for the year to 31 March, all accounts including savings" gets a result. "Please provide supporting documentation" does not.
How do you chase without annoying people?
Chase only what is missing, on a schedule, and always show the client what you already have.
The best chaser lists three outstanding items rather than repeating the original twenty. Firms using a portal get this free, because the outstanding list is visible to both sides.
Checklist preview
0/8 done · showing 8 of 30 itemsThe full 30-item checklist is in the download below. Enter your name and email to get it as a Word or PDF file.
This is a standard checklist. Each firm's requirements may vary, so please cross-check everything against current GOV.UK, Companies House and professional body guidance before relying on it.
See it working with your own clients
A 30-minute walkthrough using your services, deadlines and templates.
Turn this into a task and subtask template in Remindoo
Save each group as a task with subtasks, attach it to the right service and let recurring tasks create it for every client, every period. Each item gets an owner and a deadline, and nothing depends on someone remembering to print the list. See task and subtask templates.
Client portal and document sharing
Share requests and documents securely, not by email.
See featureAutomated reminders
Timely prompts before work becomes urgent.
See featureEmail templates
Standard client messages ready to send.
See featureTokens for emails and tasks
Merge client data into repeatable messages.
See featureTask and subtask templates
Checklists that make every job consistent.
See featureWhat are the common mistakes?
- One long request instead of a service-specific list
- Accountancy language the client cannot act on
- No deadline on the request
- Chasing everything again rather than what is missing
- Collecting sensitive documents by email
“Automation saves time and no follow-up is missed.”
Frequently asked questions
How many chasers should we send?
Most firms find a schedule of three works well: a reminder before the deadline, one after, then a call.
Should clients email documents?
A secure portal is safer for identification documents and bank statements, and keeps everything on the client record.
Can requests be personalised automatically?
Yes. Email templates with client tokens fill in names, services and deadlines without retyping.
How do I see which clients are outstanding?
Filter the task view by stage, so every client still waiting on records appears in one list.
What if a client never responds?
Escalate to a call, record the attempts on the client file, and consider whether the relationship is workable.
Does Remindoo store the documents?
Yes. Documents collected through the portal sit on the client record with the rest of their history.
Ready to run a calmer practice?
See Remindoo with your own clients, or start free for 60 days with unlimited users.
Sources
Last updated 27 September 2026. General guidance, not regulatory advice.
Why a single client record matters
When client details, deadlines, documents and conversations are spread across inboxes and spreadsheets, time goes on searching instead of on client work.
One version of the truth
Everyone sees the same services, contacts, deadlines and notes for each client.
Accurate deadlines
Companies House sync brings in company details and filing dates, reducing manual errors.
Better client service
A full timeline means anyone can answer a client question with the history in front of them.
Secure document sharing
A client portal is safer than sending financial documents as email attachments.
Practical tips from UK practice
- Import companies from Companies House rather than typing details by hand.
- Record every service a client takes, so recurring work is created automatically.
- Add a short note after every important client call.
- Ask clients to upload documents through the portal rather than by email.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
