Resource center · Templates
Checklists and templates you can use today.
Practical, printable checklists and templates from the work we do, free to use and adapt. Some include a spreadsheet download.
Tax practice
- Tax season intake checklistA checklist for setting up each engagement before the season, covering engagement letters, organizers, document requests, assignments, and secure exchange.
- WISP checklist for tax practicesA practical checklist of what a tax practice's written information security plan should cover and the safeguards that should actually be in place behind it.
Finance & planning
- 13-week cash flow templateA free spreadsheet template for a week-by-week cash forecast, with the line items and weekly update routine that make it reliable.
- Monthly variance review checklistA checklist for a monthly performance review that compares actuals with budget and forecast, explains differences, and turns them into decisions.
Projects
- AI automation readiness checklistA checklist to decide whether a process is ready for AI automation, covering volume, inputs, rules, examples, owners, risks, and how success will be measured.
- Project brief templateA simple brief for a software, website, or automation project, covering goals, users, systems, constraints, budget, and how you will measure success.
- Website launch checklistA pre-launch checklist for a business website, covering content, forms, analytics, SEO, redirects, performance, accessibility, security, and backups.
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