Workflow Template Library

An incredibly powerful workflow template with call scripts and email templates to help you to effortlessly sell to your clients

A simple process for qualifying enquiries and moving them through your sales process

A simple workflow template to use when disengaging clients from your accounting firm.

Use this simple workflow template for offering additional services to your clients using Syft Analytics

A simple workflow template for setting up new clients in Soldo

A simple monthly workflow for sending clients their PD7A's.

A simple workflow with an automated email to request feedback and online reviews from your clients every 6 months.

A simple workflow template for creating cost-saving reports and sending to clients using Reducer

A simple get-started-fast payroll workflow template for firms in the USA.

A simple workflow template for pulling monthly bank statements from Paypal.

Use this simple workflow template to start offering virtual credit control services to your clients with Satago

A compliance starter pack for NZ firms including workflows for GST Returns and Tax Returns (Individual, Business, and Trusts)

A simple workflow template for onboarding new clients

New client onboarding workflow template

A workflow template for processing your clients monthly payroll

A simple get-started-fast bookkeeping workflow template for firms in the USA.

A simple workflow for monthly bookkeeping services in the UK.

A simple 15-step process for writing blog posts that rank on page 1 of Google and convert visitorys into leads.

A quick & simple template to help you create content for your LinkedIn account

A simple workflow template for setting up iWocaPay for your clients invoices

A simple workflow template for rolling out Predict+ with your clients.

This is a step by step task list to create your Clients' FreshBooks accounts.

Use this step by step task list to create your FreshBooks Accountant account.

Use this workflow for closing out your clients' books at the end of the financial year so that nothing gets missed.

Use this workflow to complete the bookkeeping and provide timely, accurate reporting and useful data for your clients.

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

A simple ready-to-use workflow template for completing Form 1120S U.S. income tax returns for S corporations.

A simple ready-to-use workflow template for completing Form 1120 U.S. corporation income tax returns.

A simple workflow template for completing Form 1099-NEC to report nonemployee compensation.

A simple ready-to-use workflow for completing Form 1065 U.S. tax returns of partnership income.

A simple ready-to-use workflow for completing Form 1041 U.S. income tax returns for Estates and Trusts.

A simple ready-to-use workflow for completing Form 1040 U.S individual tax returns.

Use this simple workflow template for setting up a KPI dashboard for your clients using Fathom.

Use this simple workflow template for setting up and sending new forecasts for your clients using Fathom.

A simple workflow template for running reports for your clients using Fathom

A simple workflow for connecting new QBO companies to Fathom.

A simple workflow template for adding non-QB advanced companies to Fathom

A simple workflow template for end of year payroll reviews.

A workflow template for setting up a new client pod in Connect4 for clients when they join your firm

A simple workflow template for submitting confirmation statements to Companies House.

A simple workflow for incorporating a new company in the UK.

Use this simple workflow template from Xero award-winning firm, Cloud 360 Accounting, to successfully streamline your new client onboarding

A workflow template for identifying areas of improvement in your clients' businesses using Clarity.

A simple workflow template for ongoing cash flow reviews with your clients using Float.‚Äç

A workflow template for offering cash flow forecasting to your clients using Float.

This workflow is designed to streamline and take the pain out of engaging your bookkeeing client. Includes questionnaires (google forms) and emails all built in and ready to go

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

A simple (but incredibly useful) workflow to remind you to send birthday cards to your clients.

A simple workflow with an automated email to request bank statements from clients each month.

A compliance starter pack for AU firms including workflows for BAS and Tax Returns (Individual & Business)

Use this workflow for verifying your client's data on a monthly basis.

Use this template to streamline the process of preparing annual financials and tax returns for your business clients.

Use this workflow template to manage producing annual accounts and submitting CT600 returns for your clients.

Use this workflow to arrange a regular pulse of team review and feedback meetings