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CLIENT ONBOARDING - JR

Shared by Construct Bookkeeping
Jenny Rost
"This template is a complete workflow for onboarding a new bookkeeping client. This includes an extensive Client Task list with everything you need to request from a new client during onboarding."
This template includes
  • 22 tasks
  • 52 sub tasks
  • 19 client tasks
  • 3 task descriptions
  • 4 sections
  • 1 email automation
  • 3 project resources
  • 1 workflow automation
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