Advisory Meetings with Connect4GlobalThis template can be used in any countryConfidently complete monthly or quarterly advisory meetings using Connect4.17 DownloadsGetAdd To KarbonDownload
Initial Consult & DiscoveryGlobalThis template can be used in any countryIncrease efficiency when organizing your initial discovery call with new clients.518 DownloadsGetAdd To KarbonDownload
SOC 2 Control Activities Pack: Change Management & Software DevelopmentGlobalThis template can be used in any countryManage your firm's SOC 2 compliance during times of change management and software development, testing and implementation with this dedicated workflow pack.489 DownloadsGetAdd To KarbonDownload
Strategy Consulting SessionGlobalThis template can be used in any countrySchedule and complete a strategy consulting session with a client seamlessly.395 DownloadsGetAdd To KarbonDownload
SOC 2 Control Activities Pack: Risk ManagementGlobalThis template can be used in any countryEnsure your firm's SOC 2 compliance with this workflow pack dedicated to risk management.351 DownloadsGetAdd To KarbonDownload
SOC 2 Control Activities Pack: Data ConfidentialityGlobalThis template can be used in any countryEnsure your firm's data confidentiality processes are SOC 2 compliant with this workflow pack.310 DownloadsGetAdd To KarbonDownload
SOC 2 Control Activities Pack: Logical Access & Network SecurityGlobalThis template can be used in any countryStreamline your SOC 2 compliance with this workflow pack dedicated for your firm's logical access and network security.309 DownloadsGetAdd To KarbonDownload
SOC 2 Control Activities Pack: Corporate Governance & Human ResourceGlobalThis template can be used in any countryManage your SOC 2 compliance with this workflow pack designed for your corporate governance and human resources.291 DownloadsGetAdd To KarbonDownload
SOC 2 Control Activities Pack: System Availability, Business Continuity & Disaster RecoveryGlobalThis template can be used in any countryManage your SOC 2 compliance related to system availability, business continuity and disaster recovery with this workflow pack.286 DownloadsGetAdd To KarbonDownload
SOC 2 Control Activities Pack: Incident Management & ResponseGlobalThis template can be used in any countryStreamline your SOC 2 compliance with this workflow pack dedicated for your firm's incident management and response policies and procedures.277 DownloadsGetAdd To KarbonDownload
Initial Consult & DiscoveryGlobalThis template can be used in any countryStreamline your process when booking initial client meetings and following up with this workflow from Ignition. 274 DownloadsGetAdd To KarbonDownload
Strategy Session (COVID-19)GlobalThis template can be used in any countryEnsure every step is covered with this best practice checklist for coordinating a client strategy session.267 DownloadsGetAdd To KarbonDownload
SOC 2 Control Activities Pack: System OperationsGlobalThis template can be used in any countryEnsure nothing falls through the cracks with your SOC 2 compliance with this dedicated workflow pack for your system operations.265 DownloadsGetAdd To KarbonDownload
SOC 2 Control Activities Pack: CommunicationsGlobalThis template can be used in any countryUnderstand and manage your SOC 2 compliance related to your firm's communication policies with these workflows.264 DownloadsGetAdd To KarbonDownload
R&D Tax Credit (Reporting)GlobalThis template can be used in any countryImprove the efficiency of your R&D tax process reporting with this workflow template253 DownloadsGetAdd To KarbonDownload
R&D Tax CreditGlobalThis template can be used in any countryUse this guide to complete R&D tax credit calculation and forms.218 DownloadsGetAdd To KarbonDownload