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Best Practice Tax & Compliance Templates

Explore hundreds of free templates to improve your firm’s efficiency and effectiveness.

4 Global Templates

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Business Grant Assistance (COVID-19) icon

Business Grant Assistance (COVID-19)

Global
This template can be used in any country
Improve client service with this best practice checklist for providing Business Grant Assistance during COVID-19.
196 Downloads
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Business Loan Assistance (Hands-On) COVID-19 icon

Business Loan Assistance (Hands-On) COVID-19

Global
This template can be used in any country
Support your clients with this best practice checklist for providing Business Loan Assistance during COVID-19.
169 Downloads
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Business Loan Assistance (Hands-Off) COVID-19 icon

Business Loan Assistance (Hands-Off) COVID-19

Global
This template can be used in any country
Support your clients with this best practice checklist for providing Business Loan Assistance during COVID-19.
118 Downloads
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[Core] Weekly Bookkeeping (Daily Tasks) icon

[Core] Weekly Bookkeeping (Daily Tasks)

Global
This template can be used in any country
Combine daily bookkeeping tasks with a high-efficiency workflow for the week
80 Downloads
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