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?
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!
Ready to improve your firm's productivity?
Start a 30-day free trial today.