Document checklists

By clicking on the links below, you can download the checklists associated with each Cleardocs document. These checklists are a useful tool to help you gather the information you need before you come online with Cleardocs to actually create the documents.

If you are a professional working within a firm, it can be useful to print and keep copies of these checklists at hand for making notes whilst with your clients.



Superannuation (SMSF)

Business Services

Estate Planning

Employment and HR