Workflow Templates

Getting started doesn't need to be hard work.
Browse our growing collection of workflow templates and import them straight into your workspace.

Lynda Steffens

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

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Lynda Steffens

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

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Markezing

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

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Markezing

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

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