We here at Hultquist now use a software called Karbon to streamline and manage our workflows. The checklists are a tool within Karbon we use to send our clients lists (or checklists) containing action items needing completion, questions to be answered, or requests for information to aid us in completing your project, return, financials, etc. as soon as possible. For more information about these checklists, please visit Karbon’s FAQs for Clients – Karbon Client Tasks here: https://help.karbonhq.com/client-tasks/how-tos/faqs-for-clients-karbons-client-tasks