United States
Bookkeeping & Corporate
New Business Client / Bookkeeping Onboarding
Essential company files required to set up general ledger and monthly reconciliations.
Zero storage liability Native Google Drive upload No client login required
Checklist Items (5)
Standard document slots included when you send this request to a client.
Ready to Send
1
Articles of Incorporation / Formation
Required
Official stamped state filing documents.
Upload or Snap Photo
2
IRS EIN Confirmation Letter (CP 575 or 147C)
Required
Official IRS document showing Employer Identification Number.
Upload or Snap Photo
3
Last 3 Months Business Bank Statements
Required
Complete PDF statements for all business operating and savings accounts.
Upload or Snap Photo
4
Last 3 Months Business Credit Card Statements
Required
Complete PDF statements for all company cards.
Upload or Snap Photo
5
Prior Year Business Tax Return (Form 1120-S or 1065)
Optional
Complete tax return filed for the most recent closed fiscal year.
Upload or Snap Photo
The Google Drive Advantage
Why use DocTick for this checklist?
Direct to Google Drive
Files stream directly from the client's phone or browser into your organized Google Drive folder.
Zero Client Friction
Clients open a 1-click magic link. No passwords to remember, no accounts to create, no apps to install.
Automated Polite Nudges
Automated reminder emails follow up before your due date so you never have to chase clients manually.
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