MTD IT Client Onboarding Template
Download your free MTD IT Client Onboarding template to personalise and use in your bookkeeping or accounting firm.
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About this template
This template outlines the onboarding process for new MTD (Making Tax Digital) clients.
It includes stages for internal setup, information gathering, software connection, and communication with the client.
Key tasks involve requesting agent authorisation, confirming software compatibility, and setting clients up in internal systems.
The template assigns responsibility across roles such as Bookkeeper, Client Manager, and Onboarding Team. Work progresses through structured stages and includes Client Requests for needed information.
All task lists, roles, and timelines are fully customisable to suit your firm’s processes.
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
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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 the leading AI-powered practice management platform.
Thousands of accounting firms around the world have unlocked new efficiency, consistency, and growth by standardizing their workflow processes in Karbon templates.
But that’s just the beginning. Karbon connects your team, clients, work, and data. Everything lives in Karbon, so there's always a clear answer to what's happening, who owns it, and where to take action.
Learn more at karbonhq.com or book a demo.
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