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.

Kieran Phelan

Use this simple workflow template from Xero award-winning firm, Cloud 360 Accounting, to successfully streamline your new client onboarding

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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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