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Free checklist generator

Client Document Checklist Generator

Create a client-ready checklist for common accountant workflows such as AML/KYC, VAT returns, Self Assessment, year-end accounts, payroll onboarding, and renewals.

Output: PDF checklist 60 sec Best for: Client document requests

Preview shown first

Your PDF will include document names, required/optional status, priority, owner responsibility, notes, deadlines, and upload instructions.

  • Client type:
  • Workflow:
  • Priority:
  • Audit notes:

Download the final PDF checklist

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FAQ

Checklist generator FAQ

Which workflows are supported?

AML/KYC, VAT, Self Assessment, year-end accounts, payroll onboarding, insurance renewals, and general onboarding.

Can I edit the checklist before sending?

Yes. Download the PDF and adjust items for your firm's process before sharing with clients.

How do I automate follow-ups?

Import the checklist into ComplyChase AI to track status, send reminders, and collect uploads securely.