Job templates
Create standard jobs from reusable templates, using the built-in ones or your practice's own.
The problem it solves
Setting up the same compliance job by hand every time leads to inconsistent steps and missed tasks.
How it works
- Choose a built-in template or create your own.
- Create a job from the template for a client.
- Adjust anything specific to this client.
What your practice gets
- Consistent jobs across the practice.
- Less setup for routine work.
- Templates reflect how your firm works.
Questions accountants ask
Are templates provided?
Yes. There are system templates, and you can add your own.
Can I change a job after creating it from a template?
Yes.
Can schedules use templates?
Recurring schedules generate jobs for clients automatically.
Related features
Features that work alongside job templates.
Jobs board
A kanban board and list of every job in the practice, with filters and a workflow stage for each job.
VideoCustom workflows and stages
Define your own workflows with ordered stages, such as preparation, review and sign-off, and set a default.
Recurring and snoozed jobs
Set jobs to repeat, change or stop the recurrence, and snooze a job until the date it matters.
Suggested jobs inbox
Review jobs the AI suggests from things like email and ATO information, and accept or dismiss them one at a time or in bulk.
Recurring job schedules
Schedules that create recurring compliance jobs for clients on time, with the option to generate them manually.
BAS and IAS tracking
Track upcoming BAS and IAS obligations as workflow rows assigned to accountants, with a dashboard widget.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.