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Workflow Templates

Appy Hour Ecosystem Template Pack Template

Download your free Appy Hour Ecosystem Template Pack to personalize and use in your bookkeeping or accounting firm.

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Added and downloaded 417 times

Client Management

Created by Satterley Training & Consulting

A preview of the templateMonthly accounting (with a 3rd party app)Review client needs from client on-boarding work item and update client requests as necessary2 AutomatorsReview client needs and update and send client requests (if needed)CompletedMCLIENT TASKSInformation needed to start your monthly bookkeeping! 2 AutomatorsEnsure all activity has been recorded in the 3rd-party appCompletedBBank account #1CompletedFBank account #2CompletedNCredit card account #1CompletedLCredit card account #2Ready To StartDue TodayA

About this template

This template pack contains a collection of useful and streamlined workflows that Satterley Training & Consulting use to manage their processes.

The pack includes the following templates:

  • Monthly Accounting (with a Third Party App)
  • New Hire Onboarding (for Payroll Using ADP Run)
  • Sales Process (for a New QuickBooks Client Using Ignition)
  • Terminating Employees In Payroll (Using ADP Run)
  • Bill Pay (Using Melio)

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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
Sign In to Add to Karbon

Alternatively, you can

Download Appy Hour Ecosystem Template Pack Template

.

Karbon Practice Management

A preview of the templateMonthly accounting (with a 3rd party app)Review client needs from client on-boarding work item and update client requests as necessary2 AutomatorsReview client needs and update and send client requests (if needed)CompletedTCLIENT TASKSInformation needed to start your monthly bookkeeping! 2 AutomatorsEnsure all activity has been recorded in the 3rd-party appCompletedWBank account #1CompletedABank account #2CompletedJCredit card account #1CompletedWCredit card account #2Ready To StartDue TodayX

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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 Satterley Training & Consulting

Satterley Training & Consulting provide coaching services for accounting professionals and business owners.

Practice Management
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Get the most out of workflow templates by applying them in Karbon for automation, app integrations, and team collaboration.

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