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Business Activity Statement (Managed)
Streamline your clients' monthly or quarterly Business Activity Statement (BAS) reporting with this workflow.
718 downloads
3.7
Workflow Templates for Accounting Firms
Explore best practice workflows to standardize processes and improve efficiency.
Free to download and use. Understand how these templates work in Karbon.
Accounting
Standardize monthly, month-end, and year-end accounting.
Administration
Streamline registrations, rate increase letters, and engagement letters.
Advisory
Streamline cash flow, forecasting, and financial advisory services.
Audit, Review & Compilations
Handle common audit and compliance processes.
Bookkeeping
Simplify reconciliations, AR, AP, and categorizations.
Client Management
Onboard, manage, review, and retain clients efficiently.
Operations
Manage change, staff performance, firm operations, and technology.
Sales & Marketing
Convert prospects, standardize sales, and grow clients.
Tax & Compliance
Manage tax returns, filings, and regulatory obligations.
