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Workflow Templates

Corporate Name Change Template

Download your free Corporate Name Change template to personalize and use in your bookkeeping or accounting firm.

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Download Corporate Name Change Template

Added and downloaded 153 times

AdministrationUnited States

Created by Karbon

A preview of the templateCorporate name change (United States)Ready to Start2 AutomatorsCheck, reserve and make amendment for name changeCompletedTPrep2 AutomatorsObtain approval and signatures for name changeCompletedPProcess2 AutomatorsUpdate qualifications as a foreign corporation (if needed)CompletedM

About this template

Use this best practice template when changing the name of your clients' corporation/s.

It includes:

  • Preparation (including name check and reservation)
  • The formal update process
  • Updating all additional items (such as corporate documents, banking materials, etc.)

The work is expected to be delivered within 30 days and is assigned to the Client Manager.

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How to use this template

Add this template to Karbon

Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling
Sign In to Add to Karbon

Alternatively, you can

Download Corporate Name Change Template

.

Karbon Practice Management

A preview of the templateCorporate name change (United States)Ready to Start2 AutomatorsCheck, reserve and make amendment for name changeCompletedYPrep2 AutomatorsObtain approval and signatures for name changeCompletedEProcess2 AutomatorsUpdate qualifications as a foreign corporation (if needed)CompletedR

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How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About Karbon

Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.

Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.

Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.

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