Automatic filing rules
Set rules so incoming files are filed into the right folder automatically.
The problem it solves
Incoming files pile up in one place until someone files them.
How it works
- Create a filing rule.
- Incoming files that match are filed automatically.
- Adjust rules as your folders evolve.
What your practice gets
- Files land in the right place.
- Less manual filing.
- Consistent structure.
Questions accountants ask
What can rules match on?
Characteristics of incoming files that you define.
Can I change rules later?
Yes.
What if no rule matches?
The file stays where it arrived for you to file.
Related features
Features that work alongside automatic filing rules.
Client documents
Upload client documents one at a time or in batches, organise them, rename and move them, control visibility and re-run AI classification, with sync to your cloud storage.
VideoDocument templates and AI generation
A template library with categories, AI help to enhance or generate documents and presentations, and export and rendering.
VideoBulk document production
Dedicated pages for producing documents in volume from templates and client data.
FediDoc document builder
Assemble complex client documents with AI, section by section, regenerating sections, reordering them and exporting to PDF.
AI document editor
An AI document editor with brand kits, block-by-block rewriting, images and export to PDF or Markdown.
Letterhead themes
Practice letterhead themes, with ready-made defaults, so letters carry your branding.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.