WORKFLOW
Document workflow purpose-built for a thriving accounting practice
Enable efficiencies in the review and approval of documents to improve your workflow.
Individual approval authorisations
- Users given appropriate level of authority to move documents through workflow
- Only users with authority can review and approve critical documents
- Limit risk and ensure a high standard of client service
Email and document approvals
- Efficient approval of emails and documents by partners or managers
- Ensure the highest level of quality on important documents
- Once approved, edit rights are automatically restricted to avoid unauthorised changes
Document workflow status
- Every document has a workflow status
- Used to measure and communicate progress through document lifecycle
- Auto-updated when an action in the workflow occurs
- Entire team can see the completion status on any document
Send for signature
- DocuSign and Adobe Sign integration allows automation of client signature process
- Signatures can be scanned and saved within individual user profiles
- Status of documents automatically set as ‘pending client signature’
- Signatures automatically inserted into letters when they’re approved
- Once signed, documents can be automatically filed
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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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