Change Management Template
Download your free Change Management template to personalize and use in your bookkeeping or accounting firm.
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About this template
This is Karbon's best practice process for managing change and/ or major projects in your accounting firm.
It covers the entire process, including:
- Defining and communicating the rationale behind the change
- Identifying a cross-functional team for the project
- Providing clear objectives and goals for the change
- Executing the change
- Getting buy-in from your team
- Monitoring the change
- Setting reminders for your team
- Keeping everyone accountable
- Celebrating success
Learn more about managing change in your accounting practice and the ins and outs of change management.
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
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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.
