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Workflow Templates

Client Onboarding (Prep Systems) Template

Download your free Client Onboarding (Prep Systems) template to personalise and use in your bookkeeping or accounting firm.

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Client Management - categoryAustralia - regionAU Core - tag

Created by Karbon

A preview of the template showing sections of tasks to be completed. Some are already checked offClient Onboarding (Prep Systems) - AU CoreReady To Start2 AutomatorsConfirm receipt of client's signed engagement letterCompletedUSend Welcome Email introducing Client Portal using template below [edit fields as required before sending] (insert te…CompletedDUpdate and send client request below - add/remove tasks as requiredCompletedICLIENT TASKSOnboarding Checklist 1 AutomatorProvide the details of your prior accounting professional (if applicable)CompletedIProvide prior year's tax return and tax file numberCompletedGAccess needed: Provide access to your accounting systemReady To StartDue TodayO

About this template

This template guides the onboarding process for new Australian clients, with a focus on preparing internal systems and tools for service delivery.

It includes tasks for gathering client information, setting up practice management and accounting platforms, creating folders, and enabling key integrations. Responsibilities are distributed between onboarding and admin roles, with automation used to progress work based on task completion.

The workflow ensures that systems are configured correctly before client work begins, and is fully customisable to suit your firm's tools and processes.

Core templates are medium-complexity templates, with strategic use of client requests/email templates and a streamlined number of sections and tasks. They are designed to help you quickly get started with, and derive value from, Karbon templates.

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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 Client Onboarding (Prep Systems) Template

.

Karbon Practice Management

A preview of the template showing sections of tasks to be completed. Some are already checked offClient Onboarding (Prep Systems) - AU CoreReady To Start2 AutomatorsConfirm receipt of client's signed engagement letterCompletedBSend Welcome Email introducing Client Portal using template below [edit fields as required before sending] (insert te…CompletedDUpdate and send client request below - add/remove tasks as requiredCompletedECLIENT TASKSOnboarding Checklist 1 AutomatorProvide the details of your prior accounting professional (if applicable)CompletedMProvide prior year's tax return and tax file numberCompletedTAccess needed: Provide access to your accounting systemReady To StartDue TodayD

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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 Karbon

Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.

Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.

Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.

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