Monthly Reminder: Submit Accounting Documents on Time

When choosing an accounting firm, it’s important to work with one that follows clear procedures and well-structured processes. This ensures your company benefits from timely compliance, reliable reporting, and smooth communication every month.

In countries where accounting software is not yet integrated with invoicing software and bank software, one of the most effective ways an accounting firm demonstrates its organisation is through a disciplined schedule for collecting client documents. Below you’ll find an example of monthly reminder sent to clients.

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Dear Clients,

As part of our ongoing collaboration, we kindly remind you that the first week of each month is dedicated to the collection of accounting documents for the previous month.

If you have already submitted your documents, we sincerely thank you. // Automated systems for document collection can be configured to send the reminder only to the relevant clients.

Priority for Bank Statements

To optimise workflows and ensure timely processing, please send us your bank statements as a priority on the first working day of each month. The rest of the documents can be provided during the remainder of the first week.

Submission Rhythm

Please note that document collection follows a monthly rhythm, regardless of your tax reporting period.

How You Can Submit Your Accounting Documents

You can submit your documents in several ways, making the process flexible and efficient:

• Upload to the dedicated drive;

• Send electronically to your assigned accountant;

• Deliver physically, sorted as follows:

  • Chronologically

  • By category (cash, bank, clients, suppliers)

  • Filed and with separators

Why Timely Submission Matters

Providing your documents within the established timeframe allows accountants to:

• Ensure efficient and accurate processing

• Provide, upon request, valuable accounting insights to support well-founded business decisions

• Help businesses maintain compliance

Support Available

If you encounter any difficulties submitting your documents on time, please contact us through your usual communication channels.