Client Onboarding & Document Tracker
For solo bookkeepers, small firms, accountants and tax preparers who are tired of checking their inbox to work out which client still owes which statement.
$15 launch price
Google Sheets, instant download, pay once
Try the chase list
This is the part buyers use most. Tick an item as received and the reminder rewrites itself.
What's inside
- Start Here
- Three setup steps, a colour guide and a link to the video walkthrough.
- Settings
- Your firm name, overdue limit, services, document types and software list.
- Clients
- Every client on one list, with onboarding progress and documents outstanding filled in for you.
- Onboarding
- Ten tick-box steps per client, from proposal to recurring schedule. Rename them to match how you work.
- Documents
- One line per document per month. Waiting days count up and late rows turn red.
- Chase List
- Every client with overdue items, their email, and a reminder message listing exactly what is missing.
- Dashboard
- Clients by status, documents outstanding, collection rate this month and who is most overdue.
- Bonus: client intake form
- A Google Form that collects a new client's business details, software, bank accounts and contacts.
A good fit if
- You look after 5 to 50 clients and request documents every month.
- You use QuickBooks, Xero or similar, plus email and Google Drive.
- Practice software at $20 to $90 per user each month feels like too much for now.
Probably not if
- You need a client portal where clients upload files themselves.
- Your team works only in Excel.
- You already run Karbon, TaxDome or Financial Cents and are happy with it.
Questions
Do I need Excel?
No. The tracker is built for Google Sheets, which is free with any Google account. It does not work as an Excel file.
How do I get it after buying?
Your download is a short PDF with a link. Click it, choose "Make a copy", and the tracker is saved in your own Google Drive.
Can I see my clients’ data, or can you see mine?
No. Your copy lives in your Google Drive. Nobody else can see it unless you share it.
Can I change the onboarding steps and document types?
Yes. Rename the steps by typing over the headers, and edit the services and document lists on the Settings tab. The dropdowns update everywhere.
Does it send the reminder emails for me?
It writes them. You copy each message into your email. Automatic sending is a separate add-on we are building with n8n.
Does it work on my phone?
Yes, in the Google Sheets app. Setup is easier on a computer.
Is it a subscription?
No. You pay once and keep your copy, including any updates you copy later.