Rolling over and scheduling your jobs for the new financial year can be completed in a few clicks. By harnessing the power of automations, you can streamline and manage your new financial year with full visibility and ease. FYI can do the heavy lifting for you by automating job rollovers, job scheduling, and requesting client information throughout the year.
This 30-minute webinar covers how to automate your new financial year in FYI.
Topics include:
- Automatically roll last years' jobs over so they are ready for the new year.
- Use custom fields to schedule your work in, allowing for evenly distributed workloads.
- Request client information automatically, based on your scheduled dates.
Click below to play a full recording of the webinar:
Your Action Plan
- Step 1 - Automate your Job Rollover Process to gain visibility on expected client work.
- Step 2 - Use date Custom Fields to schedule your work for the new financial year.
- Step 3 - Create a document template or FYI Forms template for requesting work in.
- Step 4 - Automate client information requests with our Bulk Email with Attachments Process or Income Tax Return Checklist to a Client. Tip: Automate reminders to chase clients for their information using our Reminders Automation.
Useful Links & Resources
For more ways to automate your practice management, explore our Automation Library where we have common processes pre-built to get you started. We also have our dedicated consulting service and our weekly Automation Lounge if you need support to automate your processes.
Want to get more out of your FYI? Our team are here to help with our dedicated Solutions Program.
Don't forget if you need assistance with setting up your document templates, check out our Templatise your Documents service.