Adding a New Client to Gusto icon

Adding a New Client to Gusto


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

A preview of the 'Adding a New Client to Gusto' templateAdding a New Client to GustoAdding a new client to Gusto3 AutomatorsBegin set up of client in your partner dashboard — client details to begin setupCompletedSelect previous payroll setupCompletedInvite your client to create their accountCompletedSelect your billing preferenceCompletedAdd firm members to your new client's accountReady To StartDue TodaySet up your client's Gusto accountReady To StartDue Today

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