Notion Template for Bookkeepers and Accounting Firms

Short answer: bookkeepers and small accounting firms use Notion as a practice management hub: a client database, a recurring monthly close checklist for every client, a deadlines calendar for tax and payroll dates, and a document request tracker. Bookkeeping Firm OS ($39) from Create Digital Tools (formerly Notion Market Hub) is built for this.

What to include

• Clients: entity type, software used, fee and service level.
• Monthly close: a repeating checklist per client covering reconciliations, categorisation and reports.
• Deadlines: sales tax, payroll, 1099s and year-end.
• Document requests: what is outstanding from each client.
• SOPs: a wiki of how your firm does each task.
• Onboarding: a checklist for every new client.

Related templates

• Business Finance HQ ($24): give it to your small business clients.
• Profit and Loss Statement and Cash Flow Forecast spreadsheets.

FAQ

Is Notion secure enough for client data?

Notion encrypts data in transit and at rest. Keep sensitive financial files in your accounting software or a secure portal and link to them from Notion.

Can Notion replace Karbon or TaxDome?

For solo bookkeepers and small firms, Notion can cover workflow and checklists at a lower cost. Larger firms that need client portals and e-signatures may still want dedicated software.