64-8 Authorisation Template
Download your free 64-8 Authorisation template to personalize and use in your bookkeeping or accounting firm.
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About this template
This template is designed to assist completing 64-8 authorisations of all types.
The work goes through the stages:
- Waiting for info
- Prep
- Waiting for Client
- Process
- Completed
The role involved in completing the work is: Onboarding Specialist.
Work stages and roles are both customisable.
The template includes best practice automation to ensure the following are clear:
- Which tasks are ready to be worked on (i.e. task status)
- What the status of work is at any time (so you can get real-time work dashboards)
- Who is responsible for the work and tasks
- The priority of work and tasks
The start date for the work is the date of the signed engagement letter. The due date of the work is 28 days later.
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
