New Client Onboarding in Dext
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 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