Checklists
Essential Checklists to Streamline Your Practice's Compliance
Access practical, ready-to-use checklists for client onboarding, AML and KYC due diligence, and tax-season workflows — built to guide accountants, bookkeepers, and tax advisers through the work with clarity and confidence.
Practical checklists you can put to work today.
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Excellent reviews by accountants, bookkeepers and tax advisers.
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Read our reviews on TrustindexClient Onboarding
Our Popular Client Onboarding Checklists
Structured checklists to help your firm onboard new clients quickly, consistently, and without dropped tasks.
Client Onboarding Checklist for Accounting Firms
A step-by-step checklist covering engagement letters, client information collection, system access, kickoff, and first deliverables for a smooth onboarding process.
View checklistNew Client Information Collection Checklist
Confirms every piece of client information, from entity details to prior-year records, is captured before work begins.
View checklistEngagement Letter Sign-Off Checklist
Confirms scope, fees, and signatures are captured before any billable work begins.
View checklistTax Season
Our Popular Tax Season Checklists
Keep filing season on track with checklists covering engagement terms, document collection, and extension filing.
Tax Preparation Engagement Letter & Filing-Season Checklist
A free engagement letter template paired with a filing-season checklist covering key clauses and common mistakes to avoid.
View checklistForm 4868 Extension Filing Checklist
Step-by-step guidance for filing a tax extension on time, estimating tax owed, and checking state-level extension requirements separately.
View checklist1040 Filing-Season Document Checklist
A client-facing checklist for gathering W-2s, 1099s, and other source documents ahead of return preparation.
View checklistAML & Compliance
Our Popular AML & Compliance Checklists
Meet your firm's Anti-Money Laundering and client due diligence obligations with clear, repeatable checklists.
Client Due Diligence Checklist for US Accounting Firms
Best practices for verifying client identity and assessing risk before starting work, under applicable US AML expectations.
View checklistAML Compliance Obligations Checklist
Covers the core Anti-Money Laundering obligations US accounting firms should have policies and procedures in place for.
View checklistOFAC Sanctions Screening Checklist
A practical walkthrough of what the OFAC sanctions list is and how to screen clients against it.
View checklistTailored for professionals
Designed for every professional in financial services.
Access essential checklists tailored for accountants, bookkeepers, tax advisers and firms of every size — helping you stay compliant and consistent.
Accountants
Stay on top of onboarding, AML, and tax-season workflows without missing a step.
Bookkeepers
Keep recurring client work consistent with repeatable, ready-to-use checklists.
Tax advisers
Cover engagement, filing, and extension steps for every client without rebuilding the wheel.
Small practices
Run consistent processes without needing a large administrative team.
Large firms
Ensure consistency and compliance across teams, offices, and engagements.
Enterprises
Adapt checklists for complex service lines and large-scale operations.
Why FigsFlow
Why use FigsFlow's checklists.
Get structured, ready-to-use checklists for onboarding, compliance, and filing season, designed to fit the specific needs of accountants, bookkeepers and tax advisers.
Pre-built checklists for efficiency and convenience.
Instant access to high-quality, pre-built checklists designed for accountants, tax professionals and businesses. Download, customise and use.
- Practical, plain-English steps
- Editable versions for maximum flexibility
- Structured for accuracy and ease of use
- Saves hours of drafting and reviewing time
Sign in and experience effortless compliance tracking.
Access, customise and organise your checklists in one place. Sign in to FigsFlow and always have the right checklist at your fingertips.
- Library of onboarding, AML and tax-season checklists
- Access to engagement letter and proposal templates
- Secure storage for organised client records
- Automated reminders to stay on top of deadlines
Before you start
Straight answers.
Got questions? Explore our FAQs to see how FigsFlow's checklists keep your practice on track.
What should a client onboarding checklist for a US accounting firm include?
How often should a firm update its AML and KYC checklists?
What documents are typically needed for a filing-season checklist?
Do I need a checklist for filing a tax extension (Form 4868)?
Can I use FigsFlow's checklists across multiple clients?
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From proposals to pricing, streamline every step with automation designed particularly for accountants, bookkeepers and tax advisers.
