FYI + CCH Central
Connect CCH Central to FYI and bring your practice data into the cloud
Maintain a single source of truth for practice data
Sync your Clients, Contacts, Custom Fields, Jobs and Users from CCH Central to FYI using our purpose-built Practice Sync integration.
Always up-to-date data
Keep your practice data aligned without maintaining information across multiple systems. New and updated information from CCH Central is regularly synchronised with FYI.
Easy access to job information
Bring your CCH jobs into FYI, giving your team access to the client, job and document information they need in one place.
Power your practice templates
Use synced client information and custom fields to populate merge fields in FYI email and document templates.
Transition to the cloud on your terms
Keep CCH Central as your practice management system while taking advantage of FYI’s cloud-based document management, workflow and automation capabilities. When you’re ready, you can transition more of your practice management processes to FYI.
