Canada Emergency Business Account (CEBA) icon

Canada Emergency Business Account (CEBA)


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

A preview of the 'Canada Emergency Business Account (CEBA)' templateCanada Emergency Business Account (CEBA)Prep2 AutomatorsPrep / assemble / attach / send the necessary details for the client to complete the CEBA application onlineCompletedCLIENT TASKSAssistance to complete your CEBA loan application3 AutomatorsComplete your initial business loan application using the steps outlined (see description)CompletedUpon receipt of CEBA loan approval, review, sign and return the loan documentation. Mark this task complete when done.CompletedFollow-up7 Automators

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.

Download the Template

Download your Canada Emergency Business Account (CEBA) template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling

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