Queensland accounting firm embraces new way of working.
With FYI, GJ Walsh & Co now use templates to automatically create standard emails and documents using client data merged from XPM. They have set up more than 200 email and document templates, and these form the backbone of the processes they have automated. They have even set auto-filing defaults as part of the template so that any emails or documents created are automatically filed to the correct client and cabinet.
Automation and other fantastic features
“We’ve started to explore FYI automations and apply them to a range of processes used by our team. We started with integrations to automatically capture documents, import them into FYI and file them in a cabinet, and then looked at other ways FYI can help us work more efficiently. We’ve found it useful to just play around with FYI and see what we can do,” Abby added.
Automations implemented by the firm so far have included an email reminder for business name renewal – with emails automatically drafted, ready to send to the client – and an automatic notification when end of year jobs should commence.
Another feature loved by GJ Walsh & Co is FYI’s Collaborate tool that allows the firm to simultaneously co-edit documents with various team members, clients, or both, rather than waiting for updated versions. Documents and folders are securely shared with clients who access them via a two-step verification process. Clients can upload documents to a secure folder, which are automatically re-filed and notifications sent to the appropriate team member.
Abby goes on: “Having a secure space that clients can drop documents into is fantastic and far more secure than email, so it provides clients peace of mind. Many of our clients are going completely digital, like us, and prefer having one link to upload documents to, rather than having to print and send.”