Onboard new clients, collaborate with them, and share documents with all interested parties all in one place! This template will have your Bookkeeping business organized inside ClickUp with just a few clicks.
Bookkeeping Firm
Add template to your ClickUp accountTemplate Includes
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OPEN, IN PROGRESS, STUCK, CLOSED
- Progress
- Category
- Notes
- Pending Client Response
- Table
- Reports to send
- Docs
- List
- Schedule
