Professional Clearance (GoProposal) icon

Professional Clearance (GoProposal)

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Download your free Professional Clearance (GoProposal) template to personalise and use in your bookkeeping or accounting firm.

A preview of the 'Professional Clearance (GoProposal)' templateProfessional Clearance (GoProposal)Generate and send client authority form1 AutomatorGenerate client authority form through GoProposal and send to the client via signature appCompletedReceive client authority form4 AutomatorsConfirm authority form has been signedCompletedGenerate Professional Clearance Request7 AutomatorsGenerate professional clearance request using GoProposal and add to the client request below as an attachmentCompleted

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.

Download the Template

Download your Professional Clearance (GoProposal) 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

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