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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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.
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
