The best way to become a top workflow champion is to share valuable templates to the Template Library. Not only does becoming a top workflow champion have benefits:
Special access to the Financial Cents Team
Highlight yourself as an expert in the space
Financial Cents will promote you and your firm
But the more you share, the more others will share, benefiting you and everyone else. Together, we can build the most valuable template library for accounting firms by sharing processes, ideas, and best practices... that is the power of community!
How to share a template to the template library
Click Workflow in the left navigation
Click Templates
Click Share Template on the template you want to share
Select "Yes" for Would you like to share this template in template library?
Fill out the details
Click Next