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Send an Email to a Segmented Client List PRO
Send an email to a portion of your client base using a filtered view.
Negative Email Alert STARTER
Send an automatic alert to a designated FYI user if a negative email is received from a client.
Onboard a New ClientPRO
Auto-create emails, documents and internal tasks for a smooth transition and excellent client experience.
Quarterly Report RemindersPRO
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.
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.
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.