Reminders that chase clients so you don't have to.
Schedule staff and client reminders on any cadence, and let outstanding documents, tasks and lodgment obligations nudge themselves by email and SMS until they're done.
Half of practice work is follow-up: the client who hasn't sent their documents, the task whose start date has arrived, the BAS that's coming due. Finye turns that follow-up into something the system does on a schedule, not something a person has to remember.
Ad-hoc reminders fire once or on a daily, weekly, monthly or custom cadence, notifying staff in-app and by email and the client and their contacts by email and SMS — and can even open a work item each time they fire. On top of that, outstanding document requests, upcoming tasks and compliance obligations chase themselves, with sensible caps so a client is never nagged into the ground.