COLLABORATION
Discover new ways to work with your team and clients
Share documents, co-edit, and add comments to emails, documents or tasks to make collaboration easy.
Share comments
- Reduce your reliance on internal emails
- No more forwarding of client emails and attachments within your team
- Add comments to emails, documents, tasks or jobs
- Notify team members automatically
- Maintain a history of commentary
Co-edit documents
- Allow multiple users to edit a document at the same time – even remotely
- Team members can collaborate on the same Word, Excel or PowerPoint document
- Changes saved in FYI
Collaborate with your clients
- Send documents to clients securely using their trusted platforms of choice, such as Dropbox, Google Drive and OneDrive
- Leverage sophisticated cloud platforms built for the purpose of collaboration
- Provides an alternative to email for sending sensitive client documents
- Clients automatically receive an email with a secure link
- Verification code needed to access a document
Want to see FYI in action?
Join a live platform tour and let us show you how it all works.
FYI is changing the way accounting practices work – for the better!
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