One platform to enable efficiency and compliance for client deliverables

Over 150,000 accounting professionals globally are using Templafy to stay on-brand, compliant and productive while creating high-performing business documents more efficiently.

Introduce automation and increase productivity

Top accounting professionals in the Big 4 use Templafy today

Accounting professionals using Templafy’s document automation save 25% on average when creating key deliverables such as proposals, engagement letters, SOWs, midpoint review decks and audit reports.

Templafy replaces manual working methods with smart, semi-automated workflows. The result is accuracy, standardization of client deliverables, and efficiency across the business. 

Building client deliverables quickly and accurately

Save 4 hours per week for every employee using PowerPoint

Research shows that 90% of Templafy’s users in the accounting sector are using PowerPoint daily or multiple times per week. Companies using Templafy is saving an average of four hours per week* per employee on manual content creation and review.

*Forrester Total Economic Impact study of Templafy 2019

Benefits of Templafy for accounting firms

Save time with every document created

No more searching for approved content, templates and correct disclaimers. Employees instant and intuitive access to relevant data and content directly within Word or PowerPoint.

Speed up creation of audit reports, plans and reviews through a quick and accurate process. Employees are guided through simple options and deliverables are automatically compiled and tailored for specific clients.

Significant time-savings with an automatic review before sending it to the client. Presentations are checked, and any inconsistencies or errors are fixed with one click.

More than two million professionals around the world have chosen Templafy

Leading accounting and audit firms, banking, legal and insurance services, global consumer brands, healthcare and educational institutions trust Templafy to enable their business document creation.

Connected content and streamlined workflows

Enhancing your firm’s current tech stack

Templafy connects content to where it’s being used and streamlines your firm’s document creation workflow. It provides access to all relevant document assets from inside the applications that accounting professionals use the most, like PowerPoint, Word, Excel, G Suite, Workspace, and Salesforce.

By storing templates and assets in the cloud, and supporting centralized storage systems, you can continue using your existing storage method alongside Templafy. The result is an intelligent, unified, and secure document workflow, from creation to storage.

Interested in how other accounting firms and global enterprises have transformed their way of working with client-facing documents? Book your non-binding and free demo, and we’ll show you what you need to know.