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Workflow Templates

New Company Setup Template

Download your free New Company Setup template to personalize and use in your bookkeeping or accounting firm.

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Added and downloaded 227 times

AdministrationAustralia

Created by Karbon

A preview of the template showing sections of tasks to be completed. Some are already checked offNew Company Setup (Australia)CLIENT TASKSInformation needed to start your new company setup 1 AutomatorSpecify your desired company name and addressCompletedBUpload or provide your list of Office Holders (Directors, Secretary, Member) with supplemental detailCompletedYUpload or provide a list of Shareholders (including the shares to be issued)CompletedAUpload a photo ID for each Office Holder (e.g. Director, Secretary)CompletedIReady to Start3 AutomatorsValidate receipt of all information in order to proceed (engagement letter, new company details)CompletedZProcess applications / registrations

About this template

This the Karbon best practice work template to set up a new company for your clients based in Australia.

It begins with an automatic client task requesting the initial new entity details and background to complete the setup.

To create a work template for a new trust, you can duplicate this template and update the first set of client tasks to request:

  • Trust name
  • Trustee list (and details)
  • Primary beneficiaries (and details)
  • Appointer

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How to use this template

Add this template to Karbon

Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling
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Alternatively, you can

Download New Company Setup Template

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Karbon Practice Management

A preview of the template showing sections of tasks to be completed. Some are already checked offNew Company Setup (Australia)CLIENT TASKSInformation needed to start your new company setup 1 AutomatorSpecify your desired company name and addressCompletedVUpload or provide your list of Office Holders (Directors, Secretary, Member) with supplemental detailCompletedFUpload or provide a list of Shareholders (including the shares to be issued)CompletedHUpload a photo ID for each Office Holder (e.g. Director, Secretary)CompletedWReady to Start3 AutomatorsValidate receipt of all information in order to proceed (engagement letter, new company details)CompletedQProcess applications / registrations

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How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About Karbon

Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.

Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.

Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.

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A work template dashboard in Karbon displaying a client onboarding checklist.