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!

We have been a client of FYI since January 2019 and are delighted with the product and its evolving road map. The level of client service and responsiveness to enhancements has been impressive. FYI is certainly an industry leader and best practice solution.

Robert Moore

Director – Invigor8 Accountants and Advisors

God, I love this program!

Jeremy Coverdale

Partner – Coverdale Business Solutions

One of the biggest frustrations we have is people not finding procedures easily and filing documents in different places. FYI’s structured filing system solves these problems perfectly. Thanks for putting together such an awesome program.

Jason Skinner

CEO/Director - Skinner Hamilton

Ready to improve your firm's productivity?

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