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Workflow Templates

Client Onboarding Template

Download your free Client Onboarding template to personalize and use in your bookkeeping or accounting firm.

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Added and downloaded 435 times

Client ManagementUnited States

Created by Karbon

A preview of the templateClient Onboarding (United States)CLIENT TASKSOnboarding checklist 1 AutomatorPlease schedule your kick-off meeting at: www.calendly.com/youraccountCompletedSProvide the details of your prior accounting professional (if applicable)CompletedUProvide your prior year's tax returnCompletedTClient kick-off (step 1)3 AutomatorsConfirm all previous sales activities are completeCompletedGClient kick-off (step 2)

About this template

This is Karbon's best practice process for onboarding your US based clients into your accounting firm.

It includes the entire onboarding process, including:

  • Using Client Tasks to automatically request initial information from your new client
  • Preparing for the first onboarding meeting with your new client
  • Using Client Tasks that automatically follow your initial meeting in order to collect further information (as discussed during the meeting)
  • Setting them up in your internal systems
  • Reviewing their specific financial situation and customizing the workflow to suit
  • Follow up

To learn how to use this template in action, watch this short video.

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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 Template

.

Karbon Practice Management

A preview of the templateClient Onboarding (United States)CLIENT TASKSOnboarding checklist 1 AutomatorPlease schedule your kick-off meeting at: www.calendly.com/youraccountCompletedXProvide the details of your prior accounting professional (if applicable)CompletedXProvide your prior year's tax returnCompletedVClient kick-off (step 1)3 AutomatorsConfirm all previous sales activities are completeCompletedGClient kick-off (step 2)

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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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A work template dashboard in Karbon displaying a client onboarding checklist.