Corporate Name Change icon

Corporate Name Change

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

A preview of the 'Corporate Name Change' templateCorporate Name ChangeReady to Start2 AutomatorsCheck, reserve and make amendment for name changeCompletedCheck availability of nameCompletedReserve nameCompletedConduct name searches and take actionCompletedDraft amendment to charter with name changeCompletedPrep4 AutomatorsObtain approval and signatures for name changeReady To StartDue Today

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.

Download the Template

Download your Corporate Name Change template now.

  • .XLSX File

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Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling