Client Collaboration Document - Revised September 2023

$100.00

Let your clients know all the good work you have done with them and summarize company details into a single collaborative document. This slide deck is customizable, and then you can share it with your clients and any other professionals they may have as part of their business team.

Check out the video on this template here.

Let your clients know all the good work you have done with them and summarize company details into a single collaborative document. This slide deck is customizable, and then you can share it with your clients and any other professionals they may have as part of their business team.

Check out the video on this template here.

What You Get:

  • Supplied as in horizontal and vertical layouts, in Google Slides (GSlides, convertible to PowerPoint.

  • There are four versions of the document.

    Pick the format and country (tax type) that you want and delete the others.

    • International and US (No VAT Tax) portrait

    • International and US (No VAT Tax) landscape

    • Canadian and International (VAT Tax) portrait

    • Canadian and International (VAT Tax) landscape

  • Change out your master copy with information about your company and any details that would be relevant to every client.

  • Customize by client, PDF and share with clients monthly, quarterly or at year-end as relates to the timing of collaboration with each client.