Getting started doesn't need to be hard work. Browse our growing collection of workflow templates and import them straight into your workspace.
Use this workflow for verifying your client's data on a monthly basis.
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.
Use this simple workflow template for offering additional services to your clients using Syft Analytics
Use this simple workflow template to start offering virtual credit control services to your clients with Satago
A simple workflow template for creating cost-saving reports and sending to clients using Reducer
A simple workflow template for setting up iWocaPay for your clients invoices
A simple workflow template for setting up new clients in Soldo
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.
Can’t find the right workflow template? Get in touch with us and we’ll make it happen.
Start your 30-day free trial of our accountancy client management platform today, and get your first tasks and templates set up in minutes. No credit card required.