Professional Clearance (Sole Trader)
Streamline the process used to complete professional clearance for sole traders for your UK clients.
86 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
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Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
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