COLLABORATION

Collaboration purpose-built for a thriving accounting practice

Electronically review, approve and lock documents before they leave your practice.
Send documents to clients securely using fully featured, trusted platforms such as Microsoft OneDrive.

Individual approval authorisations

Each user can be given an appropriate level of authority to move documents through the workflow lifecycle – Complete, First Review, Final Review, Approved. Only users with authority can review critical documents, limiting risk and ensuring a high standard of client service.

Document workflow status

Every document has a workflow status that is used to measure and communicate progress through its lifecycle. This benefits the entire team as they can easily see the state of completion on any document.

Document approvals

Efficient approval of documents by partners or managers within the firm ensures the highest level of quality. Once a document has been reviewed or approved, the edit rights are automatically restricted to avoid any unauthorised changes.

Scanned signatures

Signatures can be scanned and saved within relevant user profiles, then automatically inserted into letters when they are approved. This is not only convenient but also saves you time. For security, access to signatures is restricted to the individual user and administrators.

Collaboration with clients

FYI’s Collaborate automation allows you to send documents to clients securely using fully featured, trusted platforms such as Microsoft OneDrive. This provides an alternative to email when sending sensitive documents to clients. Clients automatically receive an email with a secure link requiring a verification code to be entered to access the documents.

Want to see FYI in action?

Visit our video library for an introduction to key features.

FYI is changing the way accounting practices work – for the better!

“FYI has been developed with accountants in mind, ensuring that the system is effective but simple to onboard.”

– Vicki Beker, BFA Advisors and Accountants

“One of the biggest frustrations we have is people not finding procedures easily and filing documents in different places. FYI’s structured filing system solves these problems perfectly. Thanks for putting together such an awesome program.”

– Jason Skinner, Skinner Hamilton

“We’ve always been after a unicorn piece of software that acts as both a client CRM and document management system. FYI is definitely shaping up to be this unicorn!”

– Shelley Van Hoos, Consolid8

Ready to improve your firm’s productivity?

Join a live product demonstration webinar
or start a 30-day free trial today.