[US Core] Month-End Close (Auto-Send Client Requests) icon

[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.

A preview of the '[US Core] Month-End Close (Auto-Send Client Requests)' template[US Core] Month-End Close (Auto-Send Client Requests)Getting started — Populate your Kanban work board3 AutomatorsCreate a customized template for a service you offer your clients (i.e. Payroll, Monthly Accounting, Taxes, etc.)CompletedCreate work from a template — https://ipmhelp.karbonhq.com/en/articles/3923221-create-workCompletedPut your work item on a repeating schedule — https://ipmhelp.karbonhq.com/en/articles/3923230-schedule-workCompletedReminder: Complete the training checklist in Intuit Practice Management at https://intuitpracticemanagement.karbonhq.CompletedChampion Training — What we'll cover:5 AutomatorsHigh Level overview of KarbonCompletedOverview of Triage — https://help.karbonhq.com/en/collections/102114-triageReady To StartDue Today

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.

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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