Discover KarbonLogin
Karbon
Discover KarbonMagazineServices
New Client Onboarding in Dext icon

New Client Onboarding in Dext

158 Downloads

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.

View More

Download the Template

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

Related Templates

Client Onboarding icon

Client Onboarding

Global
This template can be used in any country
Streamline client onboarding with these internal tasks, client requirements, and client email templates.
6023 Downloads
Get
Dext Bookkeeping Workflows icon

Dext Bookkeeping Workflows

Global
This template can be used in any country
Increase efficiency with these five best practice workflow processes from Dext and Karbon.
1091 Downloads
Get