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Workflow Templates

Trademark Filing Template

Download your free Trademark Filing template to personalize and use in your bookkeeping or accounting firm.

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Added and downloaded 131 times

AdministrationUnited States

Created by Karbon

A preview of the template showing sections of tasks to be completed. Some are already checked offTrademark filing (United States)Kick-off2 AutomatorsUpdate and send client request to capture trademark detailsCompletedVCLIENT TASKSDetails needed for trademark submission 1 AutomatorWhat is the full name of the owner of the trademark?CompletedDIf a company, what type of entity is it (C Corp) and where was the state or country of incorporation (e.g. Delaware)?CompletedCWhat is the street address of the entity or individual?CompletedKWhat type of trademark(s) are you applying for (i.e. standard characters, special form, and/or sound mark)?CompletedHFor the trademark(s) requested, provide the necessary text, artwork or sound mark.Ready To StartDue TodayR

About this template

This template is the Karbon best practice process to submit a trademark for a client.

It includes Client Tasks to collect initial information from your clients for submission, plus Automators to assign work between roles across your firm.

The work start date is today's date and the due date is five days later.

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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
Sign In to Add to Karbon

Alternatively, you can

Download Trademark Filing Template

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Karbon Practice Management

A preview of the template showing sections of tasks to be completed. Some are already checked offTrademark filing (United States)Kick-off2 AutomatorsUpdate and send client request to capture trademark detailsCompletedTCLIENT TASKSDetails needed for trademark submission 1 AutomatorWhat is the full name of the owner of the trademark?CompletedTIf a company, what type of entity is it (C Corp) and where was the state or country of incorporation (e.g. Delaware)?CompletedFWhat is the street address of the entity or individual?CompletedPWhat type of trademark(s) are you applying for (i.e. standard characters, special form, and/or sound mark)?CompletedGFor the trademark(s) requested, provide the necessary text, artwork or sound mark.Ready To StartDue TodayZ

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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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