FYI

Run your accounting practice efficiently, reduce admin time and offer clients a high level of professional service.

• One place for your team to work together – from anywhere.
• Work from a dedicated workspace for each client, with client details, emails, documents, jobs, and tasks in one shared place for your team.
• Maintain a complete client file, with every email, document, phone call, meeting record and file note at your fingertips
• Automate the creation and filing of emails and documents
• Use powerful search and sort tools to access information in seconds
• Use workflows to review and approve documents in a flash
• Delegate and manage tasks
• Work with XPM Jobs and create time sheets with ease
• Use co-edit to collaborate with your team and clients, share documents securely, and deliver exceptional client service
• Automate any repetitive multi-step task to save valuable time

FYI integrates with a growing number of industry-leading platforms, so you can automate data capture, digital signatures and more. Click here to lean more.