AUTOMATION LIBRARY

Popular Automations

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Email Marketing

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Send a Bulk Email to All ClientsPRO
Send an email newsletter to your entire client base
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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.
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Manage Email Unsubscribes PRO
Automate the management of unsubscribe requests
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Negative Email Alert STARTER
Send an automatic alert to a designated FYI user if a negative email is received from a client.
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Client Management

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Onboard a New ClientPRO
Auto-create emails, documents and internal tasks for a smooth transition and excellent client experience.
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Quarterly Report RemindersPRO
Send a series of emails to clients requesting information for quarterly reports.
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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.
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Compliance

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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.
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Summary Notifications

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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.
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Overdue Task Reminder PRO
Send your team a daily summary of overdue tasks, so nothing is forgotten.
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Overdue Jobs Reminder PRO
Send your team a weekly reminder of the overdue jobs assigned to them
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Document Import & AutoFile

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Xero Client Ledger Reports AutoFile INTERMEDIATE
Batch import of client ledger reports on demand. AutoFile in FYI.
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