Financial Planning Pack
Streamline your financial planning process with this template pack.
586 downloads
5
Statement of Advice (SOA) Implementation Template
Download your free Statement of Advice (SOA) Implementation template to personalize and use in your bookkeeping or accounting firm.
Added and downloaded 178 times
About this template
This process is to execute the agreed upon activities post-client review meeting (e.g. Statement of Advice) specifically for insurance applications and investment vehicles.
The start date is the day of the client meeting and the due date is 2 weeks later. The work assign is the Admin.
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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