We’re thrilled to announce that our much-anticipated FYI integration is officially LIVE! This powerful connection between Seamlss and FYI document management system brings a new level of efficiency to your firm’s workflow, eliminating manual file transfers and streamlining your client onboarding, re-engagement, and document collection processes.

What’s FYI?

For those not yet familiar, FYI is a leading document management platform designed specifically for accounting firms. It provides intelligent, automated filing systems that make document handling a breeze.

What This Integration Means For You

By connecting Seamlss with FYI, you’ll enjoy:

• Automatic Document Sync: Files collected through Seamlss onboarding forms, re-engagement forms, Fetch requests, and Smart Links automatically flow into your FYI cabinets
• Intelligent Filing: Documents are automatically tagged and categorised based on your preferences
• Streamlined Workflow: Eliminate manual downloads and uploads between systems
• Enhanced Team Collaboration: Everyone has access to the latest client documents when they need them
• Reduced Admin Burden: Less time spent on file management means more time for client service

Setting Up Is Simple

Getting connected takes just a few clicks:

1. Navigate to Settings > Integration > FYI in your Seamlss account
2. Enter your FYI Access Key ID and Secret Key ID
3. Select your default cabinet and configure your desired categories
4. Save your settings and you’re ready to go!

Real-World Applications

This integration transforms many common accounting workflows:

Client Onboarding When a new client fills out your onboarding form via a Smart Link, all their documents and responses automatically sync to FYI under your selected cabinet.

Re-Engagement Process Your admin team sends out pre-set re-engagement forms, and when clients upload their information, files sync directly into FYI so your team can start work immediately once data is validated.

FBT Season Made Easy Create simplified FBT forms, trigger Fetch requests, and watch as client responses and files auto-file into FYI under your designated categories (e.g., 2025 » FBT).

Get Started Today

The FYI integration is available now to all Seamlss users. To learn more about configuring your integration, check out our comprehensive help guide.

Not yet using FYI? Learn more about FYI and how it could benefit your firm.

We’re excited to see how this integration transforms your document workflows. As always, our support team is standing by to help you get the most out of this new feature.

Happy integrating!