Accounting & Tax
Accounting Monthly Package template
A ready-to-send request that collects reporting month, bank statements and credit card statements, plus 1 more. Send it as one link; they fill it in on their phone with no account, and each item ticks off as it arrives. Change any field before you send.
Free to start, 5 requests a month, no card.
What it asks for (4 items)
Monthly Data
Please provide records for the previous month.
Reporting Month
Bank Statements
PDF statements for all business accounts.
Credit Card Statements
Receipts Zip File
Zip folder of all expense receipts.
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