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.

Amy McLaughry

A simple workflow template for end of year payroll reviews.

Get template
Melanie Schroeder

A simple monthly workflow for sending clients their PD7A's.

Get template
Reza Hooda

A workflow template for processing your clients monthly payroll

Get template

A simple get-started-fast payroll workflow template for firms in the USA.

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