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.
Send an Email to a Segmented Client List PRO
Send an email to a portion of your client base using a filtered view.
Send a Bulk Email with an attachmentPRO
Send an email to your entire client base – or to a segmented list - with an attachment.
Onboard a New ClientPRO
Auto-create emails, documents and internal tasks for a smooth transition and excellent client experience.
Quarterly Reports Reminder PRO
Send a series of emails to clients requesting information for quarterly reports.
Send an Income Tax Return Checklist to a ClientPRO
Create an Income Tax Return Checklist and send it to your client in a co-editable format.
Reminder to Contact a Client PRO
Send a reminder to a Partner if a client has not been contacted in 90 days.
Establish a New Entity PRO
Auto-create the tasks and emails required when establishing a new entity for a client.
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.
Year End Compliance Job – Start to FinishPRO
Auto-create the meetings, workpapers, emails and tasks required to complete annual compliance jobs, with job states and key dates automatically updated along the way.
Coming soon. Watch this space!
Pending Approval NotificationPRO
Receive a notification when you have a document or email to approve.
Client Signed NotificationPRO
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 AutoFileSTARTER AU 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.