DocRoundupYEAR-END DOCUMENT COLLECTION
Start year-end work with a clearer document set.
Bring year-end statements, asset invoices and supporting schedules into one request your client can follow.
HOW IT HELPS
Keep the request together.
Year-end work arrives in pieces, with different periods and unclear filenames slowing down the first review.
Build a checklist for the engagement, specify the period, and ask for corrections beside the document that needs attention.
- Reuse a year-end checklist
- Specify periods for each requirement
- Keep supporting questions with the documents
Year-end preparation
Oak & Oven
- 1. Request
- 2. Upload
- 3. AI checks
- 4. Review
You send a clear request
Year-end bank statementRequested
Asset purchase invoicesRequested
Receivables & payables summaryRequested
Your checklist. One link for your client.
AI flags possible issues. You make the final decision.
A starting checklist for accountants.
- Year-end bank statement
- Asset purchase invoices
- Receivables & payables summary
Add, remove or swap requirements for each client. Ask for a document or a written answer, and explain the period or details you need.
See how requests and review work →LESS BACK-AND-FORTH