INTEGRATIONS

Direct integration with Xero provides your practice with synchronised information in FYI related to your clients, staff and XPM jobs, client tax returns from Xero Tax and reports from your clients’ Xero Ledgers. You don’t have to maintain data in multiple locations and can use merge fields that are auto-completed across template documents to boost productivity.

FYI’s intelligent integration with Office 365 enables the automatic importing of emails, attachments and calendar entries for client meetings from your Outlook mail box, auto-filing them in FYI according to practice settings. This provides significant time savings, eliminating the need to manually file a multitude of emails each day and allowing you to edit Word, Excel, PowerPoint and PDF documents natively using the richness of Microsoft’s desktop applications.

Adobe Sign is a cloud-based, enterprise-class e-signature service that lets you quickly collect signatures, anywhere and on any device. You can stop chasing signatures and get documents signed in minutes — not days. With Adobe Sign helping you digitally route and track documents for signing, give your customers a convenient, modern way to sign electronically that also grows your business.

BGL is Australia’s leading developer of SMSF administration and ASIC corporate compliance software solutions. FYI’s integration with BGL enables the daily import of completed documents created in BGL, auto-filed in FYI.

FYI integrates directly with DocuSign to create signature requests for single or multiple documents that are automatically addressed to your client. Once signed, the documents and workflow status are both automatically updated in FYI, saving you time and improving accuracy.

Automate the collation of client report packages so you can compile, format and send client ready documents at the click of a button. FuseDocs automatically locates all the files you want included and turns them into a professionally branded report pack with bookmarks, table of contents, and ‘save back’ features.

GreatSoft addresses the gap that exists in the market for a scalable, integrated cloud practice management solution that meets the needs of progressive accounting firms, including mid-tier and large firms.

Microsoft OneDrive is a file hosting and synchronization service operated by Microsoft as part of its web version of Office. Save your files and photos to OneDrive and get them from any device, anywhere.

FYI’s Integration with Zapier, the world’s leading market place for B2B APIs, enables an endless variety of automations. Beginning with automatic importing and filing of documents from Practice Ignition, your practice will benefit from the time saved thanks to automated access to information from a growing number of data sources.