Client Offboarding
Created by Back Office Support Solutions
Streamline client offboarding with this detailed process BOSS uses to part ways with their clients.
2,881 downloads
2.9
Client Onboarding Template
Download your free Client Onboarding template to personalize and use in your bookkeeping or accounting firm.
Added and downloaded 12316 times
About this template
Your client onboarding process sets the tone for what's to come. It’s an opportunity to make expectations clear, understand communication styles, gather all necessary information, and train the client on your systems. This client onboarding checklist will help to ensure that every step is covered constantly and efficiently.
Every section is laid out clearly, including kick-off, systems set-up, information collection, financials and workflow preparation, and review and advisory.
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
Alternatively, you can
.How to customize a template
You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.
Common customizations:
- Reorder or nest tasks
- Add or remove tasks
- Edit the client task email
- Use or modify Tasklist automators
Read the support article to learn more.
About Karbon
Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.
Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.
Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.
Related templates
Other workflow templates you might find useful.
