Plan: Available: All plans
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
These guides bring together FYI’s essential, best practice automations - designed to be a core part of every practice’s platform. Covering client experience and job management, they streamline high-impact, recurring workflows such as onboarding, compliance, and correspondence.
By implementing these processes, practices can save over $55K annually and reclaim hundreds of hours in admin time - while improving consistency, visibility, and client service across the board.
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Click here to download the Client Experience Toolkit. |
Click here to download the Job Management Toolkit. |
Automation Essential Toolkit Collection
This Custom Process Collection brings together all custom automations used for the Client Experience Toolkit and the Job Management Toolkit.
These custom automations have been created by the FYI team, ready to be imported to use in your practice.
What's Included
This collection includes all of the following custom automations:
| Custom Process | Description |
| Client Birthday Email |
Send out a birthday email to your client annually. You can find out what's included for this custom process and configuration specifics after importing here. |
| Onboarding a New Client |
Auto-create emails, documents, and internal tasks for a smooth transition and excellent client experience. You can find out what's included for this custom process and configuration specifics after importing here. |
| Quarterly Report Reminders |
Send a series of emails to clients requesting information for quarterly reports. You can find out what's included for this custom process and configuration specifics after importing here. |
For practices on the Elite Plan, you have all the inclusions of Pro and the additional custom automations:
| Custom Process | Description |
| Onboarding a New Client |
Auto-create emails, documents, and internal tasks for a smooth transition and excellent client experience. You can find out what's included for this custom process and configuration specifics after importing here. Note: this replaces the Onboard a New Client custom process in Pro. |
What's Included
This collection includes all of the following custom automations:
| Custom Process | Description |
| Activity Statement Recurring Job |
Automatically create recurring jobs for clients that require activity statement processing. You can find out what's included for this custom process and configuration specifics after importing here. Note: this collection includes both the Recurring IAS and Recurring Quarterly BAS processes. |
| Job Rollover Process |
Streamline your job rollover by auto-creating and assigning the same details as the prior period. You can find out what's included for this custom process and configuration specifics after importing here. Note: this collection only includes the Standalone rollover process. |
| Track the Date a Job State Changes |
Auto-track the date a job state changes, for example, from Planned to In Progress. You can find out what's included for this custom process and configuration specifics after importing here. |
| Year End Compliance Job - Start to Finish |
Auto-create meetings, workpapers, emails, and tasks required to complete annual compliance jobs, with job states and key dates automatically updated along the way. You can find out what's included for this custom process and configuration specifics after importing here. |
Importing this Custom Process Collection
To import this Custom Process Collection, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article):
- Click here to download the Client Experience Toolkit file used for Pro practices
- Click here to download the Client Experience Toolkit file used for Elite practices
- Click here to download the Job Management Toolkit file
Note: If you are using Chrome as your browser, the link may not automatically download the zip file. You need to right-click on the download link above, select Copy link address and paste it into a new browser tab in the browser's URL field.
When you have downloaded the file you can import the Custom Process Collection. Refer to Importing Custom Processes.
What's Next
Ensure you Review your Automations, Templates and Views.
Templates can be located in your Knowledge workspace, you can review and personalise any imported templates, ensure that you set the Template Status to active when you've finalised your review and customisations.
Review and update the Process Controls and Process Steps for your Automation. Specific comments have been added to the steps where action is required. These will display in blue.
After reviewing all items for your Automations, ensure you Test the Automations. When ready, set the Status of the Automations to Active.