Your firm's checklist. Not ours .
Your firm's completion sheet has been shaped over years of argument. Papercare lets you build it as it is: your sections, your rows, and your columns, each one a tick box, a short answer or a full note. Built once, it appears in every job, signed and timestamped.
You design it · every job gets it · nobody edits the record
One place. Not fourteen folders.
Your checklists live at firm level, not buried in a template folder that three people have their own copy of. Add one, search them, and when a checklist has had its day, archive it rather than delete it.
- ✓Archive, never delete. It leaves the active list so nobody picks it up by mistake, and the jobs that used it are untouched.
- ✓Created, last modified, and by whom. On every row.
- ✓Change it once here and every future job gets the new version. No version numbers in filenames.
archive one. then look at Archived.
| Sr. No. | Checklist Name | Actions |
|---|
Nothing archived yet.
Write the questions you actually ask.
A checklist is sections, and sections are rows. Add a section, add the rows, and type the wording your firm has used for twenty years. Papercare has no opinion about what your director approval sheet should say.
- ✓As many sections as the job needs. Planning, completion, director approval, all in one document.
- ✓Rows are plain English. Not our wording, not a regulator's template, yours.
- ✓Remove a section and it goes. This is a builder, not a wizard you have to negotiate with.
add a row. add a section.
You build the columns too.
This is the bit that matters. A checklist is not just a list of questions, it is what you capture against each one. So you define the columns: give each a label, choose its type, add a placeholder if it helps.
- ✓Text for a schedule reference. Checkbox for a straight sign-off. Textarea for the discussion that explains why.
- ✓Add a column, remove a column, and the checklist below changes as you watch.
- ✓Which means your checklist can capture evidence, not just ticks. A tick proves nothing on its own.
add a column. watch the table.
Then it is in every job. Waiting.
Built once at firm level, it appears under Checklists in every client file automatically. Nobody has to remember to copy it in, nobody uses last year's version, and the reviewer opens exactly the same document the preparer filled in.
- ✓Complete it in the file, alongside the ledger and the schedules, not in a separate Word document.
- ✓Progress is visible while you work, so an unfinished checklist cannot quietly pass a review.
- ✓Sync it and the checklist stays aligned with the firm's current version.
tick them off. watch the bar.
| # | Particulars | Approved |
|---|
Who ticked it. And when.
A checklist nobody can trace is a formality. Papercare records who last modified each checklist and at what time, and shows who reviewed it. That is the difference between saying the work was done and being able to show it.
- ✓Name and timestamp against every checklist, to the minute.
- ✓The record is not editable. You can complete a checklist. You cannot rewrite who completed it.
- ✓Feeds straight into the firm dashboard and the client dashboard, so the partner sees the state of the file without asking.
this is the bit that saves you in a monitoring visit.
A checklist is only useful in a file.
The checklist sits in the same file as the ledger, the review points and the final accounts, which is why it can be evidence rather than paperwork. It is the human sign-off on top of everything the AI raised.
the AI raises. the human signs. both are recorded.
We do not know your firm.
Every practice has its own completion sheet, worked out over years and arguments. Shipping you ours would be arrogant. So you build yours, and we make sure it turns up in the right place every time.
Templates die in folders.
A checklist in a Word file gets copied, edited, renamed, and within a year three people are using three different versions. A checklist that lives in the job cannot drift.
A tick with a name on it.
An unsigned checklist is decoration. A checklist with a person and a timestamp against it is evidence, and evidence is what a monitoring visit actually asks for.
Straight answers.
Bring your completion sheet. The real one.
The Word document with your firm's wording on it, the one that has been argued over for a decade. Build it in the demo in about five minutes and see it appear in a live job.