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Send an Email to a Segmented Client List PRO
Send an email to a portion of your client base using a filtered view.
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.
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.
Practice Management & 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.
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.
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.
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.