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Workflow Templates

Adding a New Client to Gusto Template

Download your free Adding a New Client To Gusto template to personalize and use in your bookkeeping or accounting firm.

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Added and downloaded 402 times

PayrollUnited StatesGusto

Created by Gusto

A preview of the templatePayroll new client setup (by Gusto)Adding a new client to Gusto3 AutomatorsBegin set up of client in your partner dashboard — https://app.gusto.com/loginCompletedDEnter client details to begin setupCompletedMSelect previous payroll setupCompletedYInvite your client to create their accountCompletedZSelect your billing preferenceCompletedIAdd firm members to your new client's accountReady To StartDue TodayQSet up your client's Gusto accountReady To StartDue TodayM

About this template

The best practices for adding a new client to your Gusto partner dashboard. Add this 7-step checklist as a template in Karbon to easily create a new client and set them up to manage their payroll.

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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
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Alternatively, you can

Download Adding a New Client to Gusto Template

.

Karbon Practice Management

A preview of the templatePayroll new client setup (by Gusto)Adding a new client to Gusto3 AutomatorsBegin set up of client in your partner dashboard — https://app.gusto.com/loginCompletedWEnter client details to begin setupCompletedKSelect previous payroll setupCompletedTInvite your client to create their accountCompletedJSelect your billing preferenceCompletedLAdd firm members to your new client's accountReady To StartDue TodayVSet up your client's Gusto accountReady To StartDue TodayS

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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 Gusto

Gusto was built for small businesses, from sole prioprietors to W-2 employers. Automatically file payroll taxes, streamline benefits, and provide direct access to HR experts.

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A work template dashboard in Karbon displaying a client onboarding checklist.