Initial Consult & Discovery (COVID-19)
Tackle COVID-19 with this client discovery call process, including a client email template and other steps.
Download your free Business Loan (via SME Guarantee Scheme) template to personalize and use in your bookkeeping or accounting firm.
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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.
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
Alternatively, you can
.Other workflow templates you might find useful.
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:
Read the support article to learn more.
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Tackle COVID-19 with this client discovery call process, including a client email template and other steps.