Email Templates as Word and PDF files Cloud Fintech Agnostic!

This is a series of email templates that will be a great head start on creating consistent communications that can be sent out efficiently. “Never compose an email twice!”

Here’s a quick rundown sampling:

  • Nagging – Start of the Month and Monday Morning reminders. We can’t complete…
  • Gov’t – HST, PD7A reminder, approval and filing confirmations. Rep a Client instructions.
  • App partners – Disconnected bank connection notices. Notices accounts have been set up. Education sessions notices.
  • Collaboration and approval – Report approvals. Daily Sales, UDFs, Sales clearing reports.

This is the short list. In all there are over 20 templates that cover everyday bookkeeping and engagement communications.

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