FYI + OnboardMe
Streamline client onboarding from day one. Collect client information securely, reduce manual handling and ensure every new engagement starts structured, compliant and ready to go.
Connect FYI with OnboardMe to create a seamless digital onboarding experience that flows directly into your document and practice management system.
Seamless Data Flow
With the integration enabled, client information captured in OnboardMe automatically flows into FYI, reducing duplication and eliminating manual data entry.
Faster Engagement Setup
New client details, documents and compliance information are structured and ready inside FYI, helping your team commence work without delays.
Improved Accuracy
By removing rekeying and disconnected systems, your firm reduces errors and ensures consistent client data across onboarding and ongoing work.
A Better Client Experience
Deliver a modern, secure onboarding journey that feels professional and effortless while your team benefits from automation behind the scenes.
About OnboardMe
OnboardMe is a secure digital onboarding and compliance platform designed for accounting and advisory firms. It enables practices to collect client information, verify identities and manage engagement documentation through streamlined, client-friendly workflows helping firms onboard faster while maintaining compliance and control.