Organize Accounting Client Work with Records and Forms

Set Up the Client Workspace

Create a client profile for each relationship and use the bookkeeping ledger template as a starting point. This guide describes an example workflow, not a customer case study.

Track the Details

Adapt your records with dates, amounts, select options, and user assignments. Use row notes for questions, review steps, and supporting context.

Keep client lifecycle statuses separate from the status of individual work items. A client can remain Active while a particular record is awaiting information.

For a monthly bookkeeping review, use columns for Period, Document needed, Due date, Assigned to, and Status. Add a row such as "September bank statement" with status "Awaiting documents". Move it to "Ready for review" after checking the submission, then "Complete" when the review is finished.

Collect Supporting Documents

Create a form with the fields and file uploads needed for the task. Mark essential fields as required, publish the form, and send the link to the client.

Review submissions in the dashboard and organize supporting files in the client workspace.

For that example, create a form with a reporting-period field, a required bank-statement upload, and an optional notes field. Include the period in the form title so the client knows exactly what to send.

Plan Follow-Ups

Create email reminders for outstanding information. Reusable reminder templates let you include client and organization details without rewriting the same request.

Keep Billing Close to the Work

Build an invoice from a template, download a PDF, or send it by email. Check delivery status from the dashboard when following up.