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.

James Ashford

An incredibly powerful workflow template with call scripts and email templates to help you to effortlessly sell to your clients

Get template
Amy McLaughry

A simple workflow template for end of year payroll reviews.

Get template
Veronica Wasek

New client onboarding workflow template

Get template
Veronica Wasek

A simple workflow template for onboarding new clients

Get template
Fathom

Use this simple workflow template for setting up a KPI dashboard for your clients using Fathom.

Get template
Fathom

Use this simple workflow template for setting up and sending new forecasts for your clients using Fathom.

Get template
Fathom

A simple workflow template for running reports for your clients using Fathom

Get template
Fathom

A simple workflow for connecting new QBO companies to Fathom.

Get template
Fathom

A simple workflow template for adding non-QB advanced companies to Fathom

Get template
Pixie

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

Get template
Pixie

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

Get template
Pixie

A simple ready-to-use workflow template for completing Form 990 returns of organizations exempt from income tax.

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