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 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.
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
Alternatively, you can
