Client Offboarding
Created by Back Office Support Solutions
Streamline client offboarding with this detailed process BOSS uses to part ways with their clients.
2,881 downloads
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Initial System Setup in Dext Template
Download your free Initial System Setup in Dext template to personalize and use in your bookkeeping or accounting firm.
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About this template
This is the best practice process for setting up Dext to use within your firm and with your clients.
It includes the initial system setup, optimization to use for your firm, and setting up your clients in Dext.
As your practice grows, workflows become more complex. Clients need more. And time gets squeezed. Empower your team with insights into your clients’ finances and workflow. Learn more about Dext.
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 Dext
Dext is a digital accounting platform designed to fetch all paperwork to one place, helping accountants get their clients' businesses financially fit.
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