Dext Bookkeeping Workflows
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Download your free Dext Bookkeeping Workflows template to personalize and use in your bookkeeping or accounting firm.
This pack contains five workflow templates outlining the Dext and Karbon best practice processes for:
- Month-end close
- Monthly accounting
- Periodic Bookkeeping
- Initial system setup
- New client onboarding
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Download the Template
Download your Dext Bookkeeping Workflows template now.
- .XLSX File
Add to Karbon
Get more out of this template pack by adding it to Karbon, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling