Other Schedule Templates Are Here 🎉

You can now create Other Schedule Templates - pre-set bundles of worksheets that can be added when a new workpaper is created.

For firm managers and administrators, this means you can:

• Build templates for different job types (e.g. Annual Compliance, Advisory, BAS) 🛠️
• Set consistent tags and naming conventions 📎
• Make checklist assignment smoother and more reliable ✅

Head to the Templates section to start building your firm’s Other Schedule Templates today!