INTEGRATION APPS

FYI integrates with a growing number of industry-leading apps

Integrate your practice directly to clients and other platforms. Remove the need for portals or scanning solutions.

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Ongoing integration with all major platforms in the profession to increase productivity through reduced rekeying of data…

Xero

Direct integration with Xero provides your practice with clients, contacts and user details, and going forward will provide critical data points from Tax, Ledger, Workpapers and Practice Management. This means you don’t have to maintain data in multiple locations and provides a productivity boost thanks to merge fields that are auto-completed across template documents.

PDFDocs

Ability to natively edit a PDF using PDFDocs including automatic check-in and check out. PDFDocs is a fast, simple and cost-effective solution for managing PDF documents. This integration with FYI means that users can efficiently print to PDF, scan and edit PDFs with minimal mouse clicks.

ATO

While our integration with the ATO is a work in progress, we have been certified as a Digital Service Provider demonstrating our level of security. Over time, we plan to integrate deeply with the ATO and government agencies from other countries to capture, file and process any correspondence to provide substantial time savings.

Frequently Asked Questions

Will other apps be integrated in the future?

Yes. We are absolutely committed to increasing our app partners continually into the future.

Can I suggest other app partners?

Yes, please! We are always open to any suggestions for new app partners and even introductions where relevant.

Ready to improve your firm’s efficiency?

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