AUTOMATION LIBRARY
Automations – ready to go.
Check out our automations for a range of processes commonly used in an accounting practice. Simply customise to suit your practice, test, and activate!
- Auto-create emails and tasks, update jobs, and more.
- Email and document templates included.
- Shipped with FYI or available for import.
Marketing Management
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Client Management
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Job Management
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Employee Management
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Practice Management & Notifications
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Document Management
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Auto Archive Document(s)PRO
Auto-archive unwanted documents that meet a certain criteria.
Import Now
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