Accounting File Note Template

What is an Accounting File Note Template?

This Accounting File Note Template is a framework to help you efficiently record the details of client meetings and conversations.

File notes are important because they capture a treasure trove of background information about a client, collected through meetings and conversations.

Ready to see how Nod can transform your practice?

Book a demo

The advantage of using Nod to keep file notes?

The advantage of completing your file notes in Nod is that the information you collect in early meetings can be seamlessly transferred to other document types, like a Statement of Tax Advice or Annual Report. No more double-data entry!

File notes are also important because they should demonstrate your thought process in coming to the advice you decided to give, an important set of documents for you to refer back to should the need ever arise.

Keeping your file notes in a digital document platform like Nod has the added benefit of reducing your firm's impact on the environment as well as ensuring you can access your notes in the cloud wherever you are and from any device.

See more templates

Who can use this Accounting File Note Template?

This Accounting File Note template is great for accounting firms of all sizes, looking for a better way to complete and organise their file notes.

Ditch unnecessary data entry tasks by using this Nod File Note Template; our smart automation tech will seamlessly copy your data into subsequent documents for that client. 

Nod Rules

But don’t take our word for it... See for yourself.

Find out how Nod can transform
your practice

Get started on our Free plan or upgrade for more value.
Book a demo