Essential Starter Automations
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Send a Bulk Email with an attachment PRO
Send an email to your entire client base – or to a segmented list - with an attachment.
Reminder to Contact a Client PRO
Send a reminder to a Partner if a client has not been contacted in 90 days.
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 AutoFileSTARTERAU 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.