Make an Accounting Manual, Management Handbook, or Office Manual easily with templates. Develop an integrated system of Standard Operating Procedures with this template library. Board Governance with corporate policies and procedures. Risk Management policies and procedures with evaluation tools. Business and Strategic Planning Templates. Forecasting and Capital Budgeting.
A template library including business policies, procedures, accounting flowcharts. preadsheet tools, and internal controls covering Cash, Checks, AP Accounts Payable, Payroll, Purchasing, AR Accounts Receivable, GL General Ledger, Ethics, Code of Conduct, Email, Fraud, Division of Duties, Job Cost, Projects, Office Tasks, Risk Management, Planning, Sales, Best Practices, Benchmarking, and more.
Internal Control Checklists and evaluation tools. Internal control procedures for accounting, management, HR, safety, grants, projects and sales.
Easily make Payroll, Employee, and Human Resource Policies and Procedures Manuals. Templates of company policies and procedures with forms. Also includes hiring and terminating procedures.
Complete Safety Program. Construction and office versions. Comply with OSHA. Complete with company policies, procedures handbooks, manuals, forms, and Training Aids.
Ideal for project managers. Includes guidelines for the PM process, estimating and PM checklists, forms, supervisor handbook, and more. Easily develop a project handbook.
Sales Manual Pro - Sales and pipeline management for individuals and sales teams.
SOX404Lite is a template library for compliance with the Sarbanes-Oxley Act.
Templates Download in Word and Excel
All Templates download in MS Word and Excel for easy customization.
Compliance, Certifications, Accreditations
Copedia also provides a correct framework for compliance with ISO certification, Accreditations, Board requirements, and other government agency type audits which require that you have documented corporate policies and procedures, an internal control system, and an integrated risk management framework. The Copedia compliance templates and internal control evaluation tools, policy and procedures, and checklists provide the tools you need.
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Apps for Business
Based on our template sets we can develop customized solutions for individual client needs.
Apps focus on the end user. For each app we consider your business thoroughly and help develop a strategy to achieve your objectives. Once we understand your needs, and you understand the possibilities, we build you a WebOffice Studio.
A WebOffice Studio is a virtual workplace where you create, collaborate, train and promote using apps, content and video. This is a cloud based solution which includes apps and videos for managing and promoting your business. Our apps are easy to customize and you can add your content by copy and paste.