COLLABORATE

Discover new ways to work with your team and clients

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

Co-edit Documents

Co-edit documents with your team, with clients, or both at the same time. Enhance client service and save time by collaborating on documents simultaneously, instead of waiting for updated versions.

  • Allow multiple users to edit a document at the same time – even remotely
  • Collaborate on the same Word, Excel or PowerPoint document
  • Changes saved in FYI

Share Documents and Folders with clients, securely

Share documents and folders with clients without sending sensitive documents via email. Instead, use the client’s platform of choice, such as Dropbox, Google Drive or OneDrive. Clients receive an email with a link, with two-step verification to keep access secure.

  • Instead, use the client’s platform of choice, such as OneDrive, and in the future – Dropbox or Google Drive.
  • Clients receive an email with a link, with two-step verification to keep access to documents secure.
  • No separate login details required – clients login using their email account, making it easy to use
  • Similar to a portal, documents can be shared securely and edited simultaneously by client and accountant
  • Clients can upload documents – and they will be auto-filed in FYI ready for use by the practice
  • Assign or remove user access to a client’s Share Folder with User Access Controls.
  • See everyone whom you’ve shared folder links with, and manage their access with a click.

Upload Folders for External Users

With their personal Upload Folder clients can securely upload documents to share with the practice.

  • Uploaded documents are automatically refiled according to your specifications
  • Team members can be automatically notified when uploaded documents have been refiled, as customised to your practice.
  • Assign or remove user access to Upload Folders, with User Access Controls.
  • See everyone whom you’ve shared folder links with, and manage their access with a click.

Send for Signature

Integration with your preferred digital signing app allows automation of the client signature process.

  • Status of documents automatically set as ‘pending client signature’.
  • Once signed, documents can be filed automatically, and your team notified.
  • “God, I love this program!”

    Jeremy Coverdale Partner - Coverdale Business Solutions
  • "FYI combines email, workflow processing, task management, customer relationship management and more. It will be exciting to watch the progress on this one."

    Alan Fitzgerald Founder – Practice Connections
  • “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 CEO/Director - Skinner Hamilton
  • "FYI blew me away. It’s more than a document management solution …..it’s a way of re-casting all of your processes internally and automating them. And it’s an absolute game-changer."

    Rob Stone Director of Operations - Asia & Australia at Xero
  • "Changing document management systems was a huge call for our practice.  It wasn't until we came across FYI that we were able to make the right decision. The roll out and migration of documents was both efficient and cost effective.  Our team jumped on it from day one and it has all been very seamless and efficient - we wouldn't go back"

    Sam Horsman Principal - PJS Financial
  • "The transition from MYOBAE to FYI was seamless and the FYI team walked us through every step. We have been using FYI for a week and the time saved already outweighs the initial costs."

    Rebecca Reaburn Personal Assistant to Stephen Toohey – Toohey Reid
  • "FYI’s jobs board will completely transform the way we manage our workflow, reports and meetings. It’s a real game changer!"

    Adam Wilson Partner – Wilson Accounting
  • "FYI has been a huge boon for our practice given the challenges around COVID. We are comfortably able to send the majority of our staff to work from home thanks to your great software."

    Alistair Scanlon Partner - Scanlon Richardson Accounting
  • “Having FYI right now to help manage Job Keeper requirements is making my life waaaaay easier”

    Andrew Van de Beek Founder, Illumin8
  • “FYI’s email integration is the easiest that I have ever used. Transferring our files onto the platform was easy and we have been pleased with the easy access to records and use of templates for standard letter and email generation.”

    Bill Mancer Director, Rise Accountants Limited
  • “FYI was the missing piece to our tech stack puzzle. It provides us with what we need from a document management system, plus a lot more.”

    Tasha Rossiter Practice Manager, Sidcor

Want to see FYI in action?

Join a live platform tour and let us show you how it all works.