Adding a New Client to Gusto

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

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.

Download the Template

Download your Adding a New Client to Gusto template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling