Advisory Meetings with Connect4GlobalThis template can be used in any countryConfidently complete monthly or quarterly advisory meetings using Connect4.GetAdd To KarbonDownload
Initial Consult & DiscoveryGlobalThis template can be used in any countryIncrease efficiency when organizing your initial discovery call with new clients.303 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.240 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.228 DownloadsGetAdd To KarbonDownload
Strategy Consulting SessionGlobalThis template can be used in any countrySchedule and complete a strategy consulting session with a client seamlessly.221 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.208 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. 177 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.170 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.164 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.163 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 template160 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.155 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.152 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.142 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.139 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.136 DownloadsGetAdd To KarbonDownload