DOCUMENTS
Automate the creation and filing of documents
Imagine how productive you’ll be when you can access practice templates with merge fields, file documents and assign tasks, all without leaving Word, Excel, or PowerPoint?
Auto-create documents with ease
- Documents automatically pre-filed at point of creation
- Seamless access to practice templates with merge fields
- Leverage client information from Xero Practice Manager
Powerful add-ins across the Office Suite
- Seamless creation and filing of documents
- Access key FYI features from within Word, Excel and PowerPoint
- Edit Office documents on your desktop or in your browser
Practice stationery and document templates
- Apply templates and stationery to standard letters and emails
- Templates can be maintained and controlled by admins
- Merge data to improve productivity and quality control
Seamless check-in/check-out
- Ensure that two users never make simultaneous edits
- Manually check documents back in – with protections in place
- Avoid data loss, duplication errors and conflicts and save time
Versioning and audit trails
- Maintain a history of all major events on a document – including versions
- Provide a restore point on complicated documents
- Will become even more important when AutoFile extends to other platforms
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
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