COLLABORATION FOR ACCOUNTANTS

Discover new ways to
work with your team and clients

Use co-edit to collaborate with your team and clients, share documents securely, and deliver exceptional service.

Co-edit documents

  • Enhance client service and save time by co-editing documents, with your team, with clients, or both.
  • Allow multiple users to edit documents at the same time – even remotely.
  • Access new information ‘live’, rather than waiting for a client to email you with new versions of documents.
  • Know when information has been added to a document and add comments for clarification.
Great for working simultaneously on workpapers and ITR checklists!

Share documents and folders with clients securely

  • Share documents and folders with clients using FYI’s integration with OneDrive – no need to send sensitive documents via email.
  • Clients receive an email with a link, and a two-step verification to keep access to documents secure.
  • Similar to a portal, but with no separate login. Clients login using their email account, making it easy to use.
  • Easy to see everyone you’ve shared folder links with and to manage access.

Upload folders for external users

  • Clients can securely upload documents to a personal folder to share with the practice.
  • Uploaded documents are automatically filed in FYI, ready for your team to access.
  • Get notified the moment uploaded documents are received.
  • Easy to see everyone you’ve shared folders with and to manage their access.
Having a secure space that clients can drop documents into is fantastic and far more secure than email, so it provides clients with peace of mind.

ABBY ACUTT CLIENT SERVICES MANAGER
G J WALSH & CO

Collaborate Features

Co-edit Documents
Co-edit documents with your team, with clients, or both at the same time.
Share Documents with Clients
Provide secure access to documents - no separate login required.
Secure Shared Folders
Share folders with clients securely.
Upload Folders for External Users
Let clients upload documents to FYI securely using personal folders.
Uploaded Document Notifications
Get notified when uploaded documents have been filed in FYI.
User Access Controls
Easy to manage user access to shared and upload folders.

Want to see FYI in action?

Book a demo or start a 30-day free trial today.