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Swipe file

The swipe file of notes to send your accountant

How to use this swipe file

Give this to new clients with your onboarding emails or put it on your client portal. Clients who know what to write send you better information the first time.

What is inside

Explaining a payment you are not sure aboutA short note beside an odd payment saves a round of questions.
A receipt you cannot findMissing receipts happen.
Mileage and travelGive your accountant the facts and let them work out the claim.
A change in the yearTell your accountant when something big happens, ideally before it does.
A letter from HMRCAct on the date.

Three title ideas for your own version

The swipe file of notes to send your accountant
What to write when your accountant asks a question
Copy and paste notes for business owners

Where to promote it

Onboarding emailsyour client portallocal business groupsa link in your year end checklist

Why give clients wording to copy?

Clients often send a figure with no explanation. Wording they can copy saves time on both sides and makes you the accountant who made it easy.

Make this swipe file your own

The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.

Built with Gatedleads, the quickest way to turn a page like this into a lead magnet that collects emails.

Use this template

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Pick one, change the words, publish.

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