Streamline your Sorted Workpaper process with the Cloudoffis and FYI integration.
Upload source documents with a few clicks
Search, sort and filter client documents in FYI and upload directly into Sorted.
Generate and file workpapers directly into FYI
Generate and download your Sorted workpaper and save directly to your client’s filing structure in FYI.
Connect Cloudoffis to FYI and streamline your workpapers.
Want to see FYI in action?
Book a demo or start a 30-day free trial today.