Workflow templates help you standardize your process so you can maintain good work quality as your team grows.

A workflow template is a standard process that your firm can use over and over again to create projects. Your template should contain the tasks that you have to do for every client. Then once you use a template to create a project you can edit the actual project to fit a specific client's needs.

We provide best-practice templates for bookkeeping, payroll, client onboarding, and tax returns to help you get started.

However, you can easily edit our best-practice templates to fit your process or even create your own workflow templates from scratch.

*** Pro Tip*** Make sure you build out your templates before using them to create work/projects. If you create all your work from a template and then go back to add more details to your templates afterward it won't automatically update all the work already created from that template.

Did this answer your question?