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An incredibly powerful workflow template with call scripts and email templates to help you to effortlessly sell to your clients
A simple workflow template for end of year payroll reviews.
New client onboarding workflow template
A simple workflow template for onboarding new clients
Use this simple workflow template for setting up a KPI dashboard for your clients using Fathom.
Use this simple workflow template for setting up and sending new forecasts for your clients using Fathom.
A simple workflow template for running reports for your clients using Fathom
A simple workflow for connecting new QBO companies to Fathom.
A simple workflow template for adding non-QB advanced companies to Fathom
A simple get-started-fast payroll workflow template for firms in the USA.
A simple get-started-fast bookkeeping workflow template for firms in the USA.
A simple ready-to-use workflow template for completing Form 990 returns of organizations exempt from income tax.
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