Onboard new clients, collaborate with them, and share documents with all interested parties all in one place!
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. #Legal #Business #Client #Audit #customer
ClickUp is a powerful app that can replace all your other work apps, combining tasks, docs, chat, goals and more. Most of their features are available to all users for free. Free features include unlimited tasks but limited spaces, views and storage.
This template was built to work with free & paid ClickUp accounts. For most templates, you can use the free ClickUp account but we’d recommend the ClickUp Business plan so you can collaborate on forms, have unlimited everything, use custom fields and use custom branding. If you’re not a paid ClickUp user, sign up here or check out their pricing here.