AUTOMATION LIBRARY

Essential Starter Automations

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Marketing Management

Send a Bulk Email to All ClientsPRO

Send an email newsletter to your entire client base

Send a Bulk Email with an attachment PRO

Send an email to your entire client base – or to a segmented list - with an attachment.

Client Management

Reminder to Contact a Client PRO

Send a reminder to a Partner if a client has not been contacted in 90 days.

Practice Management & Notifications

Pending Approval Notification PRO

Receive a notification when you have a document or email to approve.

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.

Client Upload NotificationPRO

Receive a notification when a client uploads documents using their Collaborate Upload folder.

Document Import & AutoFile

Xero Tax Return AutoFileINTERMEDIATEAU ONLY

Daily import of tax returns created in Xero Tax. AutoFile a link in FYI.

ATO Tax Assessments AutoFileINTERMEDIATEAU ONLY

Daily import of tax assessments from the ATO. AutoFIle into FYI. Cross-check with Xero Tax and generate a corresponding client email or alert internal FYI user of any variances.

BGL – Corporate Documents – Import & AutoFile PRO

Daily import of completed documents, annual statements and resolutions created in BGL CAS 360. AutoFile in FYI.

Now Infinity - Corporate Documents – Import & AutoFilePRO

Daily import of completed documents, annual statements and resolutions created in Now Infinity. AutoFile in FYI.