Streamline client onboarding with these internal tasks, client requirements, and client email templates.
12,408 downloads
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Increase efficiency with these five best practice workflow processes from Dext and Karbon.
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Improve your sales workflow with this best practice process template powered by GoProposal.
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Easily set up Dext across your firm with this dedicated process.
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Increase efficiency when preparing and completing your clients' month-end close with this streamlined workflow.
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Manage your clients' monthly accounting with this efficient workflow, including functions in Dext.
416 downloads
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Streamline your client setup in Dext with this dedicated and proven process.
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Created by Bette Hochberger Inc.
Standardize the quarterly review process across your team to make sure your clients are hitting their goals.
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Manage your year-end reviews with this dedicated process.
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