Calmwaters’ Mix & Match Templates Workflow Application and Cloud Fintech Agnostic!

We have a mix & match Template Package which covers Client Handbook (as Word and PDF files), over 20 Email Templates (as Word and PDF files), 8 Contracts and  Engagement Documents (as Word and PDF files), 3 Workflows (as Google Forms & Excel Files) and 4 Client Information Gathering Questionnaires (as Google Forms).

An “out of the box” set of templates to get you rolling in creating effectiveness and consistency for your onboarding, bookkeeping and communication processes.

Mix & Match Template Video

Mix & Match Template Descriptions

Client Workflow Video

Make it easy for them.  Don’t make them guess what you need from them, or let them decide when they will get it to you.

Pick which individual workflow templates you need, starting at $50.00.

The full package is $825.00 + HST but you can pick & choose just a few if you prefer.  Click Here