Hi team! We’re starting a project to review and streamline our client onboarding processes, so hoping to get some ideas of possible tools we could look at to support this! They would of course need to fit into our Karbon workflow 😃
Some other context/questions:
- We use Ignition so looking at this integration is already on the list
- We only do bookkeeping/payroll - no YE taxes!
- What do you use to gather client details/data?
- What tools do you use to help review the quality of prior bookkeeping work and identifying what cleanup or catchup might be needed?
- How do you summarise/track/take meeting notes with new clients as you learn about them?
- Suggestions for creating/managing balance sheet working papers/reconciliation tools - e.g. prepaid schedules, fixed asset tracking etc.
- Understanding client’s current processes
- Clients mostly on QBO (or will be migrated to QBO), some Xero
Looking for off the shelf tools - we don’t have anyone who could do fun API things!