Chase clients from the assistant
Ask the assistant to draft emails, request uploads and schedule BAS reminders.
The problem it solves
Chasing clients for information interrupts ledger work.
How it works
- Ask the assistant to chase the client.
- It drafts the email or upload request.
- Approve it, or schedule a reminder.
What your practice gets
- Chasing without leaving the ledger.
- Drafts you approve.
- Scheduled reminders.
Questions accountants ask
Are emails sent automatically?
You approve them.
Can it request documents?
Yes, with upload requests.
Can it schedule BAS reminders?
Yes.
Related features
Features that work alongside chase clients from the assistant.
Copilot actions across MYLEDGER
The Copilot can work across reconciliation, reports, data, compliance, communication, e-signature, Xero, checklists and memory, and undo, finding the right action as it goes.
Client upload invitation
Generate a link, and an email, so the client can upload documents to MYLEDGER without logging in.
Plans kept in step with FEDIX
Changes to your Fedix plan and entitlements apply in MYLEDGER automatically.
E-signature, calendar and email from MYLEDGER
Use FEDIX e-signature, your calendar and your email from inside MYLEDGER and its assistant.
Client email from the assistant
Ask the MYLEDGER assistant to read, search and reply to client email, spot booking requests and show a client's email history.
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.