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New Client Onboarding in Dext


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 — 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 — 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.

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