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Negative Email AlertSTARTER
Send an automatic alert to a designated FYI user if a negative email is received from a client.
Document Import & AutoFile
Xero Tax Return AutoFileSTARTERAU ONLY
Daily import of tax returns created in Xero Tax. AutoFile a link in FYI.
Xero Client Ledger Reports AutoFile INTERMEDIATE
Batch import of client ledger reports on demand. AutoFile 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 & AutoFile PRO
Daily import of completed documents, annual statements and resolutions created in Now Infinity. AutoFile in FYI.