Integrated Client Onboarding (Businesses)UKThis template is for United Kingdom only Simplify your onboarding process with this integrated app workflow, covering Karbon, GoProposal and Xama.40 DownloadsGetAdd To KarbonDownload
Integrated Client Onboarding (Individuals)UKThis template is for United Kingdom only Streamline client onboarding with this integrated app workflow, covering Karbon, GoProposal and Xama.36 DownloadsGetAdd To KarbonDownload
Professional Clearance (Organisation)UKThis template is for United Kingdom only Standardize your professional clearance process for organisations with this workflow.41 DownloadsGetAdd To KarbonDownload
Professional Clearance (Individual)UKThis template is for United Kingdom only Standardize your professional clearance process for individuals with this workflow.31 DownloadsGetAdd To KarbonDownload
Professional Clearance (Sole Trader)UKThis template is for United Kingdom only Streamline the process used to complete professional clearance for sole traders for your UK clients.40 DownloadsGetAdd To KarbonDownload
Professional Clearance (GoProposal)UKThis template is for United Kingdom only Complete professional clearance (businesses or individuals) where professional clearance features in GoProposal are being used.22 DownloadsGetAdd To KarbonDownload
VAT RegistrationUKThis template is for United Kingdom only Increase efficiency with your VAT registration process with this template.40 DownloadsGetAdd To KarbonDownload
Self Assessment RegistrationUKThis template is for United Kingdom only Simplify the self assessment registration process with this streamlined workflow.25 DownloadsGetAdd To KarbonDownload
PAYE RegistrationUKThis template is for United Kingdom only Boost efficiency for your PAYE registration process.24 DownloadsGetAdd To KarbonDownload
64-8 AuthorisationUKThis template is for United Kingdom only Save time with this streamlined process for 64-8 authorisations.34 DownloadsGetAdd To KarbonDownload
Change of Registered Office AddressUKThis template is for United Kingdom only Simplify the process to change client registered office addresses.26 DownloadsGetAdd To KarbonDownload
Risk AssessmentUKThis template is for United Kingdom only Manage your AML and risk assessment processes with Xama using this template.55 DownloadsGetAdd To KarbonDownload
Company FormationUKThis template is for United Kingdom only Fast-track your process for forming a limited company for your UK clients.47 DownloadsGetAdd To KarbonDownload