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New Client Onboarding

Shared by Trident Bookkeeping Solutions, LLC
Ryan
"Onboarding workflow template for Insurance Agencies (Captive Agents: State Farm, Allstate, etc)"
This template includes
  • 22 tasks
  • 5 sub tasks
  • 2 client tasks
  • 2 task descriptions
  • 2 sections
  • 1 assignee role
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