Client Accounting Services (CAS) Templates

Explore this collection of essential templates designed to streamline your common CAS workflows.

Templates

Initial System Setup in Dext icon
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Month-End Close in Dext icon
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Monthly Accounting in Dext icon
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New Client Onboarding in Dext icon
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Dext Bookkeeping Workflows icon
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Client Onboarding icon
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GoProposal Sales System icon
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Quarterly Review icon
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Year-End Review icon
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