Dext Bookkeeping Workflows
Created by Dext
Increase efficiency with these five best practice workflow processes from Dext and Karbon.
1,609 downloads
3.2
New Client Onboarding in Dext Template
Download your free New Client Onboarding in Dext template to personalize and use in your bookkeeping or accounting firm.
Added and downloaded 278 times
About this template
This template is a partnership best practice process between Dext and Karbon for onboarding a new client onto Dext.
It includes initial client setup, building the details, inviting the team and training the client.
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
.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 Dext
Dext is a digital accounting platform designed to fetch all paperwork to one place, helping accountants get their clients' businesses financially fit.
Related templates
Other workflow templates you might find useful.
