Planning template
Monthly close task list template.
For your team: pick a client, period and services, and get the month-end close checklist with owners and due dates.
What it produces
Month-end close checklist
6 questions, with the document set up and ready to review. Every response becomes a draft your team checks before anything reaches the client.
- 01Start from the templateOpen it in OneForm and change anything — or ask OneFormAI to.
- 02Share it with clientsSend the link or embed it on your site. Clients answer one question at a time.
- 03Review and sendOneForm drafts the month-end close checklist. You approve it and it's emailed as a branded PDF.
Questions included6
- 1Client
- 2Month ending
- 3Services this month
- 4Preparer
- 5Reviewer
- 6Special items this month
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