Connect to Greatsoft for a universal view of each client in FYI without the need to maintain multiple platforms.
Maintain a single source of truth for practice data
Automatic sync of your Groups, Clients, Contacts, User Defined Fields, Tasks and Employees from GreatSoft to FYI.
Always up to date
New and edited information in GreatSoft will be synced every 15 minutes, so your data is always up to date.
Easy access to job information
File emails and documents to your GreatSoft Tasks in FYI.
Power your practice templates
Use client details and user-defined fields to populate merge fields in email and document templates.