AUTOMATION LIBRARY

Popular Automations

Return to main library

Email Marketing

Send a Bulk Email to All ClientsPRO

Send an email newsletter to your entire client base

Send an Email to a Segmented Client List PRO

Send an email to a portion of your client base using a filtered view.

Manage Email Unsubscribes PRO

Automate the management of unsubscribe requests

Client Management

Mail Merge for ClientsPRO

Bulk create a letter or documents for multiple clients.

Onboard a New ClientPRO

Auto-create emails, documents and internal tasks for a smooth transition and excellent client experience.

Quarterly Report RemindersPRO

Send a series of emails to clients requesting information for quarterly reports.

Recurring TasksPRO

Create recurring Tasks for any instance where you regularly repeat a task.

Re-Share Client Uploaded DocumentsPRO

For practices using Collaborate, this process will re-share document clients have added to their upload folder into their share folder.

Send an Income Tax Return Checklist to a ClientPRO

Create an Income Tax Return Checklist and send it to your client in a co-editable format.

Compliance

Establish a New EntityPRO

Auto-create the tasks and emails required when establishing a new entity for a client.

Job Rollover ProcessPRO

Streamline your job rollover by auto-creating and assigning the same details as the prior period.

Year End Compliance Job - Kick-Off PRO

Auto-create the documents required to complete annual compliance jobs, and auto-update the job state so your team knows it's ready to start.

Summary Notifications

Client Signed Notification PRO

Receive a notification when a client has signed a document and it is auto-filed in FYI, ready for your action.

Overdue Task Reminder PRO

Send your team a daily summary of overdue tasks, so nothing is forgotten.

Overdue Jobs Reminder PRO

Send your team a weekly reminder of the overdue jobs assigned to them

Data Integrity

Practice Activity AlertPRO

Send alerts when action is required or failures occur in the Practice Activity workspace.

Unassigned Job Partner or Job Manager AlertPRO

Send notifications when a Job Partner or Job Manager have not been assigned to a job.

Unassigned Tasks NotificationPRO

Send notifications when a Task has not been assigned to a user.

Document Import & AutoFile

Xero Client Ledger Reports AutoFile INTERMEDIATE

Batch import of client ledger reports on demand. AutoFile in FYI.

Alter Document Name from Signing ServicePRO

Add the text "Signed" to documents returned from your signing service after the client has signed.