Statement of Advice (SOA) Implementation
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Download your free Statement of Advice (SOA) Implementation template to personalize and use in your bookkeeping or accounting firm.
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.
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KarbonCategories
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- .XLSX File
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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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