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A workflow template for setting up a new client pod in Connect4 for clients when they join your firm
A simple workflow template to use when disengaging clients from your accounting firm.
A simple workflow for incorporating a new company in the UK.
A simple workflow template for submitting confirmation statements to Companies House.
A simple workflow with an automated email to request feedback and online reviews from your clients every 6 months.
A simple (but incredibly useful) workflow to remind you to send birthday cards to your clients.
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