Workflow Template Library

Getting started doesn't need to be hard work. Browse our growing collection of workflow templates and import them straight into your workspace.

  • Canada
  • USA
  • Bookkeeping

Calmwaters' bookkeeping communications and workflow

A great starter pack to streamline your workflow. Workflows include cash coding bookkeeping, full bookkeeping cycle with AR/AP and Period end file review.

This is a great starter pack to make it simple to get started in Pixie. You will streamline your workflow and have consistent emails and questionnaires created for your standard bookkeeping clients. You can duplicate and customize easily for each niche or client. The package includes template emails and workflows to keep tasks and actions efficient.

Workflows include Cash Coding Bookkeeping, Full Cycle Bookkeeping with AR/AP, Period End File Review. Right?! That's a load of great done-for-workflows!