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

Initial System Setup in Dext icon

Initial System Setup in Dext

Easily set up Dext across your firm with this dedicated process.

Month-End Close in Dext icon

Month-End Close in Dext icon

Month-End Close in Dext

Increase efficiency when preparing and completing your clients' month-end close with this streamlined workflow.

Monthly Accounting in Dext icon

Monthly Accounting in Dext icon

Monthly Accounting in Dext

Manage your clients' monthly accounting with this efficient workflow, including functions in Dext.

New Client Onboarding in Dext icon

New Client Onboarding in Dext icon

New Client Onboarding in Dext

Streamline your client setup in Dext with this dedicated and proven process.

Dext Bookkeeping Workflows icon

Dext Bookkeeping Workflows icon

Dext Bookkeeping Workflows

Increase efficiency with these five best practice workflow processes from Dext and Karbon.

Client Onboarding icon

Client Onboarding icon

Client Onboarding

Streamline client onboarding with these internal tasks, client requirements, and client email templates.

GoProposal Sales System icon

GoProposal Sales System icon

GoProposal Sales System

Improve your sales workflow with this best practice process template powered by GoProposal.

Quarterly Review icon

Quarterly Review icon

Quarterly Review

Standardize the quarterly review process across your team to make sure your clients are hitting their goals.

Year-End Review icon

Year-End Review icon

Year-End Review

Manage your year-end reviews with this dedicated process.

Related Template Collections

Ecosystem app

Bookkeeping Templates by Dext

Bookkeeping Templates by Dext

Ecosystem app

Sales Templates by GoProposal

Sales Templates by GoProposal

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