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Use this workflow to arrange a regular pulse of team review and feedback meetings
DownloadUse this template to streamline the process of preparing annual financials and tax returns for your business clients.
DownloadUse this workflow for verifying your client's data on a monthly basis.
DownloadThis is a step by step task list to create your Clients' FreshBooks accounts.
DownloadUse this step by step task list to create your FreshBooks Accountant account.
DownloadUse this workflow for closing out your clients' books at the end of the financial year so that nothing gets missed.
DownloadUse this workflow to complete the bookkeeping and provide timely, accurate reporting and useful data for your clients.
DownloadUse this simple workflow template from Xero award-winning firm, Cloud 360 Accounting, to successfully streamline your new client onboarding
DownloadA compliance starter pack for NZ firms including workflows for GST Returns and Tax Returns (Individual, Business, and Trusts)
DownloadA compliance starter pack for AU firms including workflows for BAS and Tax Returns (Individual & Business)
DownloadUse this simple workflow template for offering additional services to your clients using Syft Analytics
DownloadA quick & simple template to help you create content for your LinkedIn account
DownloadCan’t find the right workflow template?
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