Workflow Templates

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Browse our growing collection of workflow templates and import them straight into your workspace.

Veronica Wasek

New client onboarding workflow template

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Veronica Wasek

A simple workflow template for onboarding new clients

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Kellie Parks

This workflow is designed to streamline and take the pain out of engaging your bookkeeing client. Includes questionnaires (google forms) and emails all built in and ready to go

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