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Onboarding New Payroll Client QBDT

Shared by Payroll Restoration
Shannon Theis
"This is the template we use when onboarding new payroll clients. The information we request isn't specific to QuickBooks desktop and other software providers may require different items."
This template includes
  • 35 tasks
  • 1 sub task
  • 1 task dependency
  • 2 task descriptions
  • 6 sections
  • 4 assignee roles
  • 4 tag automations
  • 3 workflow automations
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