Professional Clearance (Sole Trader)
Streamline the process used to complete professional clearance for sole traders for your UK clients.
73 downloads
Professional Clearance (GoProposal) Template
Download your free Professional Clearance (GoProposal) template to personalise and use in your bookkeeping or accounting firm.
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About this template
This template is designed for process of completing professional clearance for businesses or individuals where professional clearance features within GoProposal are being used to assist with this process.
The work goes through the following stages:
- Ready to Start
- Waiting for client
- Prep
- Waiting for info
- Review
- Follow-up
- Completed
The role involved in completing the work is: Onboarding Specialist.
Work stages and roles are both customisable.
The template includes best practice automation to ensure the following are clear:
- Which tasks are ready to be worked on (i.e. task status)
- What the status of work is at any time (so you can get real-time work dashboards)
- Who is responsible for the work and tasks
- The priority of work and tasks
The start date for the work is the date of the signed engagement letter. The due date of the work is 14 days later.
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 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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