This template can be used in any country
Streamline client onboarding with these internal tasks, client requirements, and client email templates.
Add To Karbon
Download your free New Client Onboarding in Dext template to personalize and use in your bookkeeping or accounting firm.
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.
Download your New Client Onboarding in Dext template now.
Get more out of this template by adding it to Karbon, including: