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.

FreshBooks

This is a step by step task list to create your Clients' FreshBooks accounts.

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FreshBooks

Use this step by step task list to create your FreshBooks Accountant account.

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FreshBooks

Use this workflow for closing out your clients' books at the end of the financial year so that nothing gets missed.

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FreshBooks

Use this workflow to complete the bookkeeping and provide timely, accurate reporting and useful data for your clients.

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James Ashford

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

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Amy McLaughry

A simple workflow template for end of year payroll reviews.

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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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Fathom

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

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Fathom

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

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Fathom

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

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Fathom

A simple workflow for connecting new QBO companies to Fathom.

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