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Firm · Workflows

Workflow templates

Templates define how engagements run end-to-end. Each firm's templates are provisioned at setup and reused across all matching engagements.
System templates
5
Provided by ZiePieBooks
Active
5
Ready to use
Monthly
3
Ongoing engagements
Catch-up
2
Finite back-period
5 of 5 templates

Workflow templates are provided by ZiePieBooks and are read-only. Pick the one that matches an engagement's cadence and participants when you set it up.

Template Type Setup · Sources Participants Usage
Monthly Bookkeeping Close System
11 stages · 38 tasks · by ZiePieBooks
Monthly
Fresh start Plaid CSV
Bookkeeper Supervisor Customer
Read-only
Quarterly Cleanup System
8 stages · 24 tasks · by ZiePieBooks
Catch-up
Migration CSV PDF
Bookkeeper Supervisor
Read-only
Year-End Prep System
7 stages · 21 tasks · by ZiePieBooks
Catch-up
Fresh start Plaid
Bookkeeper CPA Customer
Read-only
VAT / Sales-Tax Return System
6 stages · 17 tasks · by ZiePieBooks
Monthly
Fresh start Plaid CSV
Bookkeeper Supervisor Customer
Read-only
New Client Onboarding System
5 stages · 16 tasks · by ZiePieBooks
Monthly
Migration Plaid CSV PDF
Bookkeeper Customer
Read-only