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