Complete client work more efficiently with everything you need at your fingertips.
Connect FYI to AccountKit for instant results
Match clients between the two apps, apply security and permissions, and you’re ready to go. You’ll even be able to browse documents in AccountKit by Client Group.
Jump straight from AccountKit to your client workspace in FYI
With a single click, you can transition to your client’s workspace in FYI to access what you need.
Link source documents in FYI to AccountKit tools
Save time by linking contracts, invoices and loan agreements in FYI to useful AccountKit tools. For example, a finance contract in FYI can link directly to the Equipment Finance Tool in AccountKit.
Import AccountKit reports and file them in FYI with ease
Maintain a complete client file in FYI, including final Div7a schedules and client maps. You can even assign a task to a report to ensure nothing falls through the cracks!