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[US Core] Month-End Close (Client Information Available) icon

[US Core] Month-End Close (Client Information Available)

Download your free [US Core] Month-End Close (Client Information Available) template to personalize and use in your bookkeeping or accounting firm.

A preview of the '[US Core] Month-End Close (Client Information Available)' template[US Core] Month-End Close (Client Information Available)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 is the best practice process for a streamlined, scaled back payroll processing workflow.

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 (Client Information Available) 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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