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