Client document checklist templates
Free, ready-to-use document checklists for the requests firms send most often. Each template lists what to ask for, why, which format works best and what to check, with a request email you can copy. Use them as they are, or send them through DocAsker as one link with an AI check on every upload.
10 documents
Accounting client onboarding checklist
Accounting and bookkeeping firms use this checklist when they take on a new business client, before the first month-end close or tax deadline.
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Schengen visa document checklist
Immigration and visa consultants use this checklist when a client is preparing a short-stay Schengen visa application, ideally several weeks before the appointment.
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KYC document checklist for law firm client intake
Law firms and compliance teams use this checklist when they open a new matter or take on a new client, before any work starts or funds are received.
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Agency client onboarding checklist
Marketing, design and creative agencies use this checklist when a new client signs, before the kickoff meeting.
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New hire document checklist
HR teams and people operations staff use this checklist as soon as a candidate accepts an offer, so documents are in place before the employee's first day.
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Mortgage document checklist for brokers
Mortgage and loan brokers use this checklist when a borrower is ready to apply, ideally before an offer is made on a property.
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Send this checklist with DocAsker
DocAsker sends this checklist as one link, checks every upload on arrival and reminds your client until it is complete.