Set the steps for repeat client work once
Admins define engagement templates and checklists, while managers use recurring work to create each period’s draft.
Templates and recurring work
Admins set document requests and approval stages once, so staff can start the next job from a published template rather than rebuild its checklist.
How it works
- Choose a starter template
- Set requests, tasks and approvals
- Publish the template
- Set recurring work
- Review the draft and send the invitation
Five starter templates
Sole Trader Self Assessment, Limited Company Year-End Accounts, Landlord Property Income, Monthly Payroll and Personal Tax Return (SA100).
Set requests, tasks and approvalsPublish your practice’s process
Set documents, questions, tasks, chasing, fees and approval stages. Draft and publish changes, or roll back, clone and archive templates. Keep reusable steps in Checklists.
Publish the templateCreate the next draft
Repeat monthly, quarterly, yearly or at a set interval. Move dates off weekends and bank holidays if needed. Pause, resume, skip or retime a series. Staff send the invitation for each draft.
Set recurring workContinue with the related work
Tell us what your team needs from accounting software
Register interest in SecureWire and ask us about the modules you need.