For accounting firms
Every client, the same polished paperwork
Engagement letters at renewal season, report packs at month-end, billing documents all year round. When the same document goes to dozens of clients, automation stops being a luxury - generate them all from your data, accurately.
- Bulk generation for client rosters
- Numbers computed, not retyped
- Charts and tables from your data
Month-end without the document grind
One workflow serves the whole client list - at renewal season and every month after.
Start from your client data
Enter client data through a form, or pull it from your existing systems. When needed, connect tools like Zapier, Make, or webhooks to bring data in automatically.
Generate the documents
Your Word templates fill with each client's details: fee schedules built with loops, totals and dates computed by formulas, service-specific clauses selected by conditions.
Deliver and archive
Send documents by email directly from TemplateDocs, save copies to connected cloud storage, and keep a clear record of every run by client and period.
Built for firms that run on accuracy
The math is computed, the wording is consistent, and the volume is not a problem.
Generate for your whole client list
Renewal season for 80 clients is 80 workflow runs, not 80 evenings. Each client gets a personalized document generated from the same current template.
Computed, not copy-pasted
Fee totals, taxes at the rates you supply, and date arithmetic come from formulas at generation time - numbers arrive straight from the source data instead of being retyped.
Charts in client reports
Bar, line, and pie charts generate from your data inside the document - monthly summaries and year-over-year comparisons, styled by your template.
The right terms for each service
Bookkeeping, payroll, tax, audit - conditions assemble the right engagement scope per client from one template, so wording stays current firm-wide.
Delivery from your domain
Send documents using TemplateDocs built-in email delivery, or connect your own SMTP server when you want messages to come directly from your firm's domain.
A record of every run
Workflows log each generated document to a spreadsheet and archive copies to cloud storage - a complete record your future self will thank you for.
Documents firms automate
- Engagement letters
- Monthly client reports
- Management accounts covers
- Fee proposals
- Invoices
- Tax season checklists
- Payroll summaries
- Year-end letters
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Frequently asked questions
- Yes. Drive the workflow from your client spreadsheet or practice system with webhook calls, sent directly or through Zapier or Make - one run per client, each producing a personalized letter from the same template.
- Chart tags in your Word template render bar, line, and pie charts from the data each run receives - so monthly report packs include current figures, visualized, with no manual chart pasting.
- Formulas compute totals, taxes, and dates from the source data at generation time with built-in math, text, and date functions. The same inputs always produce the same outputs - no copy-paste drift.
- No. TemplateDocs generates the documents around your practice - letters, reports, and billing paperwork. It complements your accounting software rather than replacing it, and connects to it through integrations.
- Data is encrypted in transit, team roles and permissions control access, and our practices align with GDPR and CPRA. See the privacy policy and DPA for details.
Make renewal season a non-event
Bring one engagement letter to TemplateDocs, connect your client list, and watch the season's paperwork generate itself.
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