WORKFLOW

Document workflow purpose-built for a thriving accounting practice

Enable efficiencies in the review and approval of documents to improve your workflow.

Individual approval authorisations

  • Users given appropriate level of authority to move documents through workflow
  • Only users with authority can review and approve critical documents
  • Limit risk and ensure a high standard of client service

Email and document approvals

  • Efficient approval of emails and documents by partners or managers
  • Ensure the highest level of quality on important documents
  • Once approved, edit rights are automatically restricted to avoid unauthorised changes

Document workflow status

  • Every document has a workflow status
  • Used to measure and communicate progress through document lifecycle
  • Auto-updated when an action in the workflow occurs
  • Entire team can see the completion status on any document

Send for signature

  • DocuSign and Adobe Sign integration allows automation of client signature process
  • Signatures can be scanned and saved within individual user profiles
  • Status of documents automatically set as ‘pending client signature’
  • Signatures automatically inserted into letters when they’re approved
  • Once signed, documents can be automatically filed

Want to see FYI in action?

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

  • “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

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