Workflow Template Library

Armalytix Monthly Bank Statement Verification

Armalytix

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

Create Client FreshBooks Account

FreshBooks

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

Create Accountant Freshbooks Account

FreshBooks

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

Close The Books Workflow

FreshBooks

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

Cash-Based Bookkeeping Workflow

FreshBooks

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

Cloud 360 Accounting Onboarding Process

Kieran Phelan

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

NZ Tax Compliance Pack

Markezing

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

AU Tax Compliance Pack

Markezing

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

Syft Analytics engagement workflow

Syft Analytics

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

LinkedIn content creation template

Amanda C. Watts

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

The Effortless Sales System™

James Ashford

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

Offering virtual credit control services with Satago

Satago

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