Get started with Karbon

It looks like our demo booking platform didn't load properly. If you're running an adblocker, please disable it and refresh the page. If you're still having trouble, please contact us.

Workflow Templates

Initial Consult & Discovery (COVID-19) Template

Download your free Initial Consult & Discovery (COVID-19) template to personalize and use in your bookkeeping or accounting firm.

Sign In to Add to Karbon

Download Initial Consult & Discovery (COVID-19) Template

Added and downloaded 671 times

Advisory

Created by Karbon

A preview of the templateInitial Consult & Discovery (COVID-19)CLIENT TASKSBook time to catch-up 1 AutomatorPlease schedule your 15-minute catch-up — [insert your online calendar app link here e.g. www.calendly.com/youraccoun…CompletedTSetup meeting2 AutomatorsSecure meeting with client (send agenda, meeting invite and virtual meeting room) and remind themCompletedKAdvise client3 AutomatorsPrepare for initial consult meetingCompletedN

About this template

Reach out to clients to get a 15-minute initial COVID-19 discovery call. It includes a Client Task ready for your online calendar link, an email template to send to your client, and more.

This template is part of the Karbon COVID-19 Rapid Response Kit.

Share this

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 Initial Consult & Discovery (COVID-19) Template

.

Karbon Practice Management

A preview of the templateInitial Consult & Discovery (COVID-19)CLIENT TASKSBook time to catch-up 1 AutomatorPlease schedule your 15-minute catch-up — [insert your online calendar app link here e.g. www.calendly.com/youraccoun…CompletedRSetup meeting2 AutomatorsSecure meeting with client (send agenda, meeting invite and virtual meeting room) and remind themCompletedEAdvise client3 AutomatorsPrepare for initial consult meetingCompletedP

Not currently a Karbon customer?

Discover Karbon

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.

Practice Management
Built for Growth

Get the most out of workflow templates by applying them in Karbon for automation, app integrations, and team collaboration.

Discover Karbon
A work template dashboard in Karbon displaying a client onboarding checklist.