Streamline client onboarding with these internal tasks, client requirements, and client email templates.
13,482 downloads
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Increase efficiency with these five best practice workflow processes from Dext and Karbon.
1,696 downloads
Created by GoProposal
Improve your sales workflow with this best practice process template powered by GoProposal.
622 downloads
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Easily set up Dext across your firm with this dedicated process.
307 downloads
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Increase efficiency when preparing and completing your clients' month-end close with this streamlined workflow.
440 downloads
Created by Dext
Manage your clients' monthly accounting with this efficient workflow, including functions in Dext.
426 downloads
Created by Dext
Streamline your client setup in Dext with this dedicated and proven process.
296 downloads
Created by Bette Hochberger Inc.
Standardize the quarterly review process across your team to make sure your clients are hitting their goals.
2,741 downloads
Manage your year-end reviews with this dedicated process.
1,032 downloads
