About this template
Work type: Admin
Location: United States
Client industry: Generic
This template includes
- 6 tasks
- Automations
- Resources
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Work type: Admin
Location: United States
Client industry: Generic
This template includes
Team Tasks | ||
---|---|---|
Send questionnaire: YE/RVW - Fiscal Year End Engagement Renewal Questionnaire |
Admin
|
|
Create, send quote based on renewal pricing |
Accountant
|
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Send contract: ONBD'G - NEEDS ENGAGEMENT DETAILS - Full Engagement Contract |
Admin
|
|
Update PAD |
Admin
|
|
Send email if necessary: ONBD'G - Payment agreement not completed |
Admin
|
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Send email: YE/RVW - Renewal Thank you |
Admin
|
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