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.

Connect4

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

Get template
Simon Chaplin

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

Get template
Pixie

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

Get template
Pixie

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

Get template
Pixie

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

Get template
Pixie

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

Get template

Can’t find the right workflow template?
Get in touch with us
and we’ll make it happen.

Ready to get started?

Start 30-Day Free Trial