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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 Simple Start - 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 Simple StartReady To Start2 AutomatorsConfirm receipt of client's signed engagement letterCompletedMSend Welcome Email introducing Client Portal using template below [edit fields as required before sending] (insert te…CompletedZConfirm all details have been received from clientCompletedOEthical Clearance & Client-Agent Linking3 AutomatorsIf the client has a prior accounting professional, send ethical letter to prior accountant requesting clearance (inse…CompletedHFOR ABN ENTITIES ONLY: Once ethical clearance received, work with client to set-up Client-Agent ATO linkCompletedQFinalise Onboarding - Prep Systems

About this template

This template supports a simplified onboarding process focused on preparing internal systems for new Australian clients.

It includes tasks for collecting key client details, creating folders, setting up core platforms, and assigning responsibilities. Automation helps move the work forward efficiently, ensuring setup is complete before service delivery begins.

Roles are clearly defined and the workflow is fully customisable to align with your firm’s onboarding practices.

Simple Start templates are streamlined templates, with no client requests/email templates and one task per section. 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 Simple StartReady To Start2 AutomatorsConfirm receipt of client's signed engagement letterCompletedTSend Welcome Email introducing Client Portal using template below [edit fields as required before sending] (insert te…CompletedHConfirm all details have been received from clientCompletedQEthical Clearance & Client-Agent Linking3 AutomatorsIf the client has a prior accounting professional, send ethical letter to prior accountant requesting clearance (inse…CompletedJFOR ABN ENTITIES ONLY: Once ethical clearance received, work with client to set-up Client-Agent ATO linkCompletedHFinalise Onboarding - Prep Systems

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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.