Initial Consult & Discovery (COVID-19)
Tackle COVID-19 with this client discovery call process, including a client email template and other steps.
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Business Loan (via SME Guarantee Scheme) Template
Download your free Business Loan (via SME Guarantee Scheme) template to personalize and use in your bookkeeping or accounting firm.
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About this template
A best practice checklist for the Australian Government's COVID-19 Business Loan (via SME Guarantee Scheme) process. This template is part of the Karbon COVID-19 Rapid Response Kit.
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.
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