Essential Workflows for United States Firms

Discover best practice accounting templates to use for clients based in the United States.

Templates

Business Tax Return (Form 1065) icon

Business Tax Return (Form 1065) icon

Business Tax Return (Form 1065)

Prepare, manage and finalize business tax returns for your clients in the US with this workflow.

Business Tax Return (Form 1120) icon

Business Tax Return (Form 1120) icon

Business Tax Return (Form 1120)

Improve the efficiency of processing business tax returns.

Business Tax Return (Form 1120S) icon

Business Tax Return (Form 1120S) icon

Business Tax Return (Form 1120S)

Manage the entire business tax return workflow for your clients in the US.

Business Tax Return (Forms 1120/1120S/1065/990) icon

Business Tax Return (Forms 1120/1120S/1065/990) icon

Business Tax Return (Forms 1120/1120S/1065/990)

Increase efficiency by streamlining your business tax return process with this workflow.

Client Onboarding icon

Client Onboarding icon

Client Onboarding

Streamline your client onboarding process with this detailed workflow.

Corporate Name Change icon

Corporate Name Change icon

Corporate Name Change

Standardize your corporate name change process with this streamlined workflow.

Form 1099 Tracking icon

Form 1099 Tracking icon

Form 1099 Tracking

Process and track the 1099 forms for your clients.

Gift Tax Return (Form 709) icon

Gift Tax Return (Form 709) icon

Gift Tax Return (Form 709)

Prepare and file gift tax returns quickly and error-free.

Individual Tax Return (Forms 1040/1041) icon

Individual Tax Return (Forms 1040/1041) icon

Individual Tax Return (Forms 1040/1041)

Streamline your individual tax return process with this workflow for walk-in clients, new clients and complex returns.

Not-For-Profit Tax Return (Form 990) icon

Not-For-Profit Tax Return (Form 990) icon

Not-For-Profit Tax Return (Form 990)

Streamline your entire workflow when preparing and filing your clients' not-for-profit tax returns.

Sales Tax Filing icon

Sales Tax Filing icon

Sales Tax Filing

Help your clients collect, report, and pay sales taxes on the products or services that they sell.

Trademark Filing icon

Trademark Filing icon

Trademark Filing

Streamline your trademark filing process with this dedicated workflow.

Year-End Review icon

Year-End Review icon

Year-End Review

Standardize your year-end review processes for your US-based clients with this dedicated workflow.

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