FORMS FOR ACCOUNTANTS
Standardise inputs for fast, reliable workflows
Say goodbye to endless email threads. Forms replace back-and-forth requests with secure, automated workflows that get things done faster. Built-in templates and powerful automations cut manual work, boost collaboration, and speed up turnaround times—delivering a better experience for both your clients and your team.
Streamline client data requests
- Make it simpler for clients to provide you with the information you need in a well structured format that’s easy to review
- Easily track the status of information requests and submissions to quickly identify any risks to reporting deadlines
- Automate follow up emails to remind clients to complete the form
- Improve the quality of responses by providing pop up tips to clients as they complete the form
- Use mandatory fields for critical inputs so that clients can’t inadvertently submit the form without them
- Enhance security with fully encrypted data transfers—keeping client information protected at every step, unlike email
Take the friction out of client data collection with smart, structured forms that are easy to complete, track, and follow up.
Supercharge your automations
- Bulk create data input forms across multiple clients, then distribute them using a bulk email automation
- Set default filing rules for forms so they automatically get filed in the right place every time
- Eliminate rekeying of data through automatic mapping to FYI merge fields to export or import data
- Embed form links on your external website so that data flows seamlessly into FYI without double handling or manual data entry
- Automatically trigger review or Job tasks once a Form is submitted
Transform client information gathering into actionable workflows by integrating forms with automations to collect data and trigger tasks and approvals.
Build Forms yourself or use templates
- Draw on a library of ready-to-use sample form templates, or easily modify them to better fit your needs
- Build customised form templates tailored to your practice and client needs, directly in FYI
- Apply your firm’s logo, colours, and styling to Form Templates to maintain a professional, consistent brand experience
Forms make it easy to standardise customer data requests, and keep everyone on brand every time.
Work smarter across your practice
- Collect accurate client data and automatically update FYI records
- Share Forms with Clients by email or using FYI's Collaborate feature
- Generate a secure direct link to a Form Template and share it externally, including on your practice's website or insert into your email signature
- Use forms to simplify and standardize your internal processes, such as travel requests or employee management workflows
- Convert completed forms into PDF documents for easy recordkeeping and client sharing
You can boost efficiency and productivity across your whole practice with Forms—collect information once, review it easily, and streamline every workflow
With Forms built into FYI, you’re not bouncing between platforms. It’s all connected—emails, tasks, client data—everything stays in FYI
Shannon Patterson Prescott Solutions
Forms Features
Custom Form Templates
Build tailored form templates in FYI or start with ready-to-use sample forms.
Form Sharing
Send forms to clients via email, Collaborate, or share via direct secure links on your website.
Bulk Automation
Create, send, and update forms at scale with minimal manual effort.
Integrated Merge Fields
Pre-fill forms with existing FYI data or capture new information that updates automatically—cutting manual entry and keeping client records accurate and up to date.
Easy Workflow Tracking
Save tracking views to provide oversight of form send, submission, review & approval status.
Custom Branding
Apply your firm’s logo, colours, and styling to maintain a consistent, professional look.
