Document Management for Accountants

Automate the creation and filing of documents

Imagine how productive you'll be when you can create, edit and file documents – all at light speed.

Take practice visibility to the next level

  • Store emails, documents, meeting records, phone calls and file notes in a single client-centric database.
  • Apply structured filing rules by Client, Cabinet, Job and more.
  • Practice templates, policies and procedures all stored in knowledge cabinets and easily accessed by your team.
  • Import and file documents in multiple ways - drag & drop, bulk import or save directly from Office.

Powerful search and retrieval tools make relevant information accessible in an instant.

Get hyper-productive in Office

  • Create, edit and file documents seamlessly – on your desktop or in your browser.
  • Access the FYI app from within Word, Excel or PowerPoint.
  • File a document, create a task, or initiate a workflow without leaving the document you’re working on.
  • Add comments to documents to share with your team.

Auto-create standard documents in seconds

  • Seamless access to practice stationery and templates makes document creation quick and easy.
  • Each document will be auto-filed when created, making it easy to apply practice-wide filing rules.
  • Merge client data from your practice management system to save time.

Use templates for consistency and speed.

Eliminate document double-ups and track document history

  • Maintain the integrity of each document by ensuring that two users can never make simultaneous edits.
  • Manually check documents back in – with protections in place.
  • Document activity is automatically recorded for a full audit trail.
  • Easy to restore previous versions if needed.

Avoid loss of work, duplication errors and document conflicts.

Link, view and share docs faster

  • Preview emails and documents without the need to open or export.
  • Insert links into documents at speed.
  • Staple related documents together for quick access.
  • Share multiple documents with external users in an instant.

Save time with single mouse clicks for a range of powerful document actions.

Document Management Features

  • Centralised storage of all document types
    • Store your documents in a single client-centric database in the cloud.
  • Knowledge Cabinets
    • Store practice templates, policies and procedures so they are easily accessed by your team.
  • Access FYI without leaving Office
    • Access FYI without leaving the document you are working on in Word, Excel or PowerPoint.
  • Document Templates
    • Create standard documents in seconds using practice templates.
  • Create Documents Wizard
    • Create documents that are automatically filed in FYI.
  • Document Activity
    • Automatic maintenance of activity on every document.
  • Seamless Check-in/Check-out to edit documents
    • Ensure multiple users can never make simultaneous edits to a document.
  • Multiple Filing Options
    • File documents in FYI using Drag & Drop, Bulk Import or Save from Office.
  • Powerful Document Actions
    • Single mouse clicks to preview documents, create doc links, share documents and more.

Want to see FYI in action?

Book a demo or start a 30-day free trial today.