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Workflow Templates

Integrated Client Onboarding (Individuals) Template

Download your free Integrated Client Onboarding (Individuals) template to personalize and use in your bookkeeping or accounting firm.

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Added and downloaded 45 times

Client ManagementUnited Kingdom

Created by Karbon

A preview of the templateClient onboarding (Integrated Onboarding System - Individuals) (United Kingdom)Initial setup and send client onboarding request (week 1)3 AutomatorsEnsure a copy of the signed engagement is associated with the contact timeline in Karbon and pinned for easy referenc…CompletedACreate recurring invoices in QuickBooks or Xero (unless using auto-invoicing in GoProposal)CompletedQCheck the payment authorisation is complete and the first payment has been processed. If not add this to the kick-off…CompletedOSetup onboarding and client teamCompletedGEnsure the welcome video is added to the relevant client request below.CompletedSReplace the Calendly link below with an appropriate link for the kick off callReady To StartDue TodayEAdd the onboarding form for completion by the client to the relevant client request below, adjust the email appropria…Ready To StartDue TodayECLIENT TASKSWelcome to our firm

About this template

This is Karbon's best practice process for onboarding UK clients when using Karbon-integrated apps GoProposal and Xama.

The work template will be generated once a proposal is signed for a new client in GoProposal.

The work goes through the following stages:

  • Kick-off / setup
  • Prep
  • Follow-up
  • Completed

The roles involved in completing the work are: Partner (initial work assignee), Onboarding Specialist, Client Manager, Admin. The overall ownership of the work changes as the work progresses between the roles involved.

Work stages and roles are both customisable.

The template includes best practice automation to ensure the following are clear:

  • Which tasks are ready to be worked on (i.e. task status)
  • What the status of work is at any time (so you can get real-time work dashboards)
  • Who is responsible for the work and tasks
  • The priority of work and tasks

The start date for the work is the date the engagement is signed. The due date of the work is 4 weeks later.

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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 Integrated Client Onboarding (Individuals) Template

.

Karbon Practice Management

A preview of the templateClient onboarding (Integrated Onboarding System - Individuals) (United Kingdom)Initial setup and send client onboarding request (week 1)3 AutomatorsEnsure a copy of the signed engagement is associated with the contact timeline in Karbon and pinned for easy referenc…CompletedECreate recurring invoices in QuickBooks or Xero (unless using auto-invoicing in GoProposal)CompletedQCheck the payment authorisation is complete and the first payment has been processed. If not add this to the kick-off…CompletedASetup onboarding and client teamCompletedVEnsure the welcome video is added to the relevant client request below.CompletedIReplace the Calendly link below with an appropriate link for the kick off callReady To StartDue TodayPAdd the onboarding form for completion by the client to the relevant client request below, adjust the email appropria…Ready To StartDue TodayWCLIENT TASKSWelcome to our firm

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