Collate, edit, redact: PDF preparation without leaving FYI

Preparing client documents shouldn’t involve a juggling act. Financial statements, tax returns, supporting reports and advice letters are often stored across different clients or related entities. Bringing them together into one client-ready pack can mean downloading files, switching applications, making edits and uploading everything again.

PDF Management in FYI changes that. With Collation, Editing and Redaction built directly into FYI, accounting practices can prepare professional, client-ready PDFs without repeatedly moving files between systems.

From multiple documents to one client-ready PDF

Whether it’s year-end reporting, financial statements or a client document pack, bringing everything together can be time-consuming, particularly when documents are stored across multiple clients or related entities.

With PDF Collation in FYI, you can select documents from different clients or entities, arrange them in your preferred order and combine them into a single, organised PDF. FYI creates a new document while leaving the originals unchanged and stored in their existing locations.

Make final PDF edits in FYI

Once collated, the finishing touches happen in the same place. With FYI’s built-in PDF editor, you can:

• Insert, remove or reorder pages and make changes to text.
• Highlight key figures, add comments or apply a DRAFT watermark while documents are under review.
• Add bookmarks so clients can easily navigate between sections or related entities.

Edits are saved as a new version in FYI, with earlier versions retained. No more downloading files, making changes in another application and uploading yet another version.

Protect sensitive information before sharing

Financial statements, tax documents and other client records often need to be shared with third parties, such as lenders, brokers or advisers. But they don’t always need access to every detail.

Personal identification numbers, bank account details or confidential financial information may need to be removed before a document is shared.

With PDF Redaction in FYI, you can mark sensitive text, images or entire areas of a document for removal, review what’s been selected and apply permanent redactions.

Once applied and saved, the information is removed from the PDF rather than simply covered or hidden from view.

The finished document can then be prepared for electronic signing through your preferred signing service or shared securely using FYI Secure Link.

Less time managing documents. More time for more.

None of these tasks is particularly difficult on its own. It’s the repeated steps that add up — downloading, opening another application, editing, saving, uploading and checking versions.

By bringing PDF preparation into FYI, practices can reduce unnecessary file handling, keep documents organised and spend less time switching between systems.

That’s More time for more in practice: less time managing files, more time focused on clients and the work that matters.

PDF Management is now available to practices on FYI Pro and Elite plans at no additional cost.

Explore PDF Management to see the features in action, or book a Platform Tour to discover how FYI brings your documents, emails, workflows and practice management together in one platform.