Client Onboarding Asana Project Template

Client-Onboarding-Asana-Project-Template-Goshen-Bookkeeping
Client-Onboarding-Asana-Project-Template-Goshen-Bookkeeping

Client Onboarding Asana Project Template

70.00

This downloadable excel workbook comes with detailed installation instructions and a client onbarding project template designed for accounting professionals to use to streamline and automate their client onboarding process.

You will need to follow Asana’s instruction guide and the provided instructions in the excel workbook to import the CSV templates into Asana.

Once you purchase, you will receive a unique email link to download the file within 24 hours. Check your spam/junk folder if you don’t see the email in your inbox.

There is no refund. We’ll do our best to answer any questions you may have in using the template.

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