Free templates for accounting firms

Practical documents you can read here in full and download as editable Word files: the policies and checklists a modern practice runs on, written by The Firm.

• Free · Word AI policy template for accounting firms A complete, editable AI policy for accounting and bookkeeping firms: approved tools register, client data rules, review, client disclosure, incidents and sign-off. Read it and download →
• Free · Word Client AI data checklist: what can go into an AI tool What client data may go into an AI tool, what must be stripped first and what never goes in, with the Australian, UK and US obligations behind it. Read it and download →
• Free · Word Month-end close checklist for bookkeepers and accounting firms A five-working-day month-end close for client files: cash, receivables, payables, payroll, GST, VAT and sales tax, adjustments, review and lock. Read it and download →

Working out where AI fits first? Start with our guide, AI for accountants and bookkeepers: what actually works.