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New Client Onboarding in Dext icon

New Client Onboarding in Dext

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Download your free New Client Onboarding in Dext template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'New Client Onboarding in Dext' templateNew Client Onboarding in DextReady to StartAdd the client to your dashboard & invite others — https://app.dext.com/loginCompletedCLIENT TASKSCredentials needed to setup your financial systemsProvide access to your accounting systemCompletedProvide a list of your suppliers (and/or past supplier statements)CompletedProvide us the credentials to your financial institutionsCompletedSetup: Connect to the client's dataConnect to client's general ledger, add invoice fetch, and connect bank feeds —https://app.dext.com/loginCompletedPrep client file

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.

Learn more about Dext.

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Download your New Client Onboarding in Dext 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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