Business Loan Assistance (Hands-Off) COVID-19
Support your clients with this best practice checklist for providing Business Loan Assistance during COVID-19.
Business Loan Assistance (Hands-On) COVID-19 Template
Download your free Business Loan Assistance (Hands-On) template to personalize and use in your bookkeeping or accounting firm.
Added and downloaded 169 times
About this template
A best practice checklist, suitable for all regions, for providing Business Loan Assistance (Hands-On) during COVID-19.
This template is part of the Karbon COVID-19 Rapid Response Kit, a set of free resources to help your firm and your clients during this period. It will enable you to work with as many of your clients as possible to help them survive this period.
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
Alternatively, you can
.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.
Related templates
Other workflow templates you might find useful.
