Subscribe to "On The Money" for an accountant's perspective on small business
I'm excited to share that I'm contributing the accountant perspective to Relay's new "On the Money" newsletter for small businesses.
Automate Client Savings with Relay's Savings Accounts & Auto Transfer Rules
Relay now has Savings Accounts! Watch this 2-minute video to learn how to pair Savings Accounts with Auto Transfer Rules to help clients save a little bit every day AND earn interest — all without lifting a finger.
Use Relay to Auto-Transfer Income to Your Operating Checking Account Every Day
This new Relay feature is my favorite yet! Now you can set up auto-transfer rules to automatically transfer money from one account to another (or multiple). I'm using it to sweep money from my income accounts into my operating account on a nightly basis. Watch the video to learn how to set it up.