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.

  • USA
  • Tax

Form 990 (Not-for-profit)

A simple ready-to-use workflow template for completing Form 990 returns of organizations exempt from income tax.

Save time and keep track of your Form 990's using this simple workflow template.

Use the sample email templates for requesting information from your clients & notifying them once complete, and easily keep track of what stage you're up to for each client.