IT & Software

Collect Documents from Clients

What documents should I collect from my new accounting client with [specific details]?

What This Prompt Does

  • Produces a comprehensive, client-specific checklist of documents you need to collect during onboarding based on business type, industry, and services requested.

  • Helps ensure no critical files are missed—supporting tax compliance, bookkeeping accuracy, and streamlined reporting.

  • Tailors the checklist to match the complexity of the client’s operations, such as payroll processing, multiple revenue streams, or inventory management.

  • Builds a professional and efficient experience for both you and your client by setting clear expectations for document submission.

Tips

  • Customize the prompt with specific client details such as industry, number of employees, revenue range, entity type (LLC, S-Corp), and accounting service level (bookkeeping, tax prep, payroll).

  • Ask for both historical and current records, especially if you’re onboarding mid-year or catching up on past filings.

  • Organize the checklist into logical categories—financials, legal, payroll, tax, systems—to make it easier for clients to locate what they need.

  • Indicate the preferred file format (PDF, Excel, CSV) and whether original or scanned copies are acceptable.

  • Provide a secure method or platform for file submission and note any deadlines to stay on schedule.

Prompt

What documents should I collect from my new accounting client with [specific details]?

How To Use The Prompt

Fill in the placeholders:

  • [CLIENT TYPE / INDUSTRY] – e.g., real estate brokerage, nonprofit, eCommerce brand

  • [ENTITY TYPE] – e.g., LLC, C-Corp, sole proprietor

  • [NUMBER OF EMPLOYEES] – e.g., 2, 10, 50+

  • [SERVICES NEEDED] – e.g., monthly bookkeeping, payroll, sales tax, year-end tax prep

Example:
"What documents should I collect from my new accounting client with the following details?

  • Industry: Retail apparel brand

  • Entity type: S-Corp

  • Number of employees: 8

  • Annual revenue: $1.2M

  • Services: Monthly bookkeeping, payroll, and quarterly sales tax filings"

Additional Information

This ChatGPT mega-prompt is essential for accounting professionals, bookkeepers, tax preparers, and financial consultants who want to streamline their client intake process. It ensures you start with the right records, reducing delays, errors, and rework down the line.

  • Save time with a pre-built but customized document list for every client profile.

  • Avoid back-and-forth requests and maintain professionalism from day one.

  • Strengthen compliance by collecting the correct supporting documentation for every engagement.

Whether you're onboarding a startup, a nonprofit, or a fast-scaling online business, this prompt helps you confidently and efficiently gather everything you need for a successful engagement.

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