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 →
• Free · Word Client onboarding checklist for accounting firms Every step from yes to a settled client: engagement letter, identity and AML checks, prior accountant clearance, tax authority authorities, software access and the first 90 days, labelled by country. Read it and download →
• Free · Word Engagement letter template for accountants A structured engagement letter with placeholders: parties, scope, out of scope, responsibilities, fees, limitation, confidentiality and data, AI use, termination and governing law, with notes on what each professional body expects. Read it and download →
• Free · Word AML risk assessment template for accounting practices A firm-wide money laundering risk assessment, a client risk assessment form, red flags and a policy outline for accounting practices, with notes on the regime in Australia, the UK, New Zealand, Canada, South Africa and the US. Read it and download →
• Free · Word Business plan template for an accounting firm A business plan for starting or resetting an accounting or bookkeeping practice: niche, market, pricing method, capacity and team, tech stack, marketing, financials built from formulas, risks and milestones. Read it and download →
• Free · Word Tax organizer template for US CPA firms For US firms: the organizer you send individual clients before tax season, covering personal details, life changes, income, deductions and credits, estimated payments and a documents checklist. Read it and download →

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