Documenting your processes with workflow templates just got a whole lot easier! With our new ChatGPT Integration, you can now create any workflow checklist template in seconds.
For example, create a checklist template for:
Monthly Bookkeeping for construction companies
1040 tax return with Drake tax software
Client onboarding with Ignition
Tax return for a married couple filing jointly who own rental properties
See it in action!
How to use this feature
Click Templates
Click + Template
Click Use AI
