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Canada Emergency Business Account (CEBA) Template

Download your free Canada Emergency Business Account (CEBA) template to personalize and use in your bookkeeping or accounting firm.

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Download Canada Emergency Business Account (CEBA) Template

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A preview of the templateEmergency Business Account (CEBA; COVID-19) (Canada)Prep2 AutomatorsPrep / assemble / attach / send the necessary details for the client to complete the CEBA application onlineCompletedMCLIENT TASKSAssistance to complete your CEBA loan application 1 AutomatorComplete your initial business loan application using the steps outlined (see description)CompletedCUpon receipt of CEBA loan approval, review, sign and return the loan documentation. Mark this request complete when dCompletedPFollow-up4 Automators

About this template

A best practice checklist for Canada Emergency Business Account (CEBA) processes.

This template is part of the Karbon COVID-19 Rapid Response Kit, a set of free resources to help your firm and your clients during this period. It will enable you to work with as many of your clients as possible to help them survive this period.

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
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Karbon Practice Management

A preview of the templateEmergency Business Account (CEBA; COVID-19) (Canada)Prep2 AutomatorsPrep / assemble / attach / send the necessary details for the client to complete the CEBA application onlineCompletedDCLIENT TASKSAssistance to complete your CEBA loan application 1 AutomatorComplete your initial business loan application using the steps outlined (see description)CompletedBUpon receipt of CEBA loan approval, review, sign and return the loan documentation. Mark this request complete when dCompletedBFollow-up4 Automators

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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.

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