Adding a New Client to Gusto
Created by Gusto
Quickly create a new client and set them up to manage their payroll in Gusto.
774 downloads
Payroll Processing with Gusto (Integrated) Template
Download your free Payroll Processing with Gusto template to personalize and use in your bookkeeping or accounting firm.
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About this template
One of the most procedure-bound and demanding processes is payroll. To make things easier, Karbon and Gusto teamed up to create this work template that features integrated workflows for processing payroll.
From data gathering and input to reporting and automating, this template outlines the essentials for every step in your payroll process while providing integrated workflows to keep your team automatically in the loop as work progresses within Gusto.
Note: This template requires Karbon and Gusto to be integrated prior to downloading. Learn how to complete the integration.
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
Alternatively, you can
.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 Gusto
Gusto was built for small businesses, from sole prioprietors to W-2 employers. Automatically file payroll taxes, streamline benefits, and provide direct access to HR experts.
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