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[US Core] Month-End Close (Auto-Send Client Requests)
Download your free [US Core] Month-End Close (Auto-Send Client Requests) template to personalize and use in your bookkeeping or accounting firm.
This month-end close template includes an auto-send Client Request for clients where statements are needed each month.
This template is part of the US Core Collection. Core templates are simplified versions of existing templates. They are scaled back, medium-complexity templates, with a limited use of Client Requests, and a streamlined number of sections and tasks. They are designed to help you quickly get you started with, and derive value from, Karbon templates.
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Download the Template
Download your [US Core] Month-End Close (Auto-Send Client Requests) template now.
- .XLSX File
Add to Karbon
Get more out of this template by adding it to Karbon, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
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