Introducing Secure Link: Safer document sharing, without the complexity of a client portal

Sharing sensitive documents with clients should be straightforward. But email attachments offer limited control and protection once they’re sent, while client portals can add unnecessary steps when all a client needs is a tax return, set of accounts or other important document.

That’s why we’ve introduced Secure Link, a new way for accounting practices to share sensitive documents directly from FYI, with recipient verification, time-limited access and activity tracking built in.

Clients receive a link by email and verify their identity before accessing the documents. There’s no portal account to create, no separate workspace to manage and no additional setup for the client.

It’s a simpler way to share sensitive information, with greater control than a traditional email attachment.

Secure sharing that fits the way your practice works

Whether you’re sending completed tax returns, financial statements or a collection of client documents, Secure Link makes it easy to share exactly what’s needed.

Simply select the documents in FYI and choose Secure Link. Your client receives one email with a link to access the selected files, including Word, Excel, PowerPoint and PDF documents. You can share up to 10 files at once.

When the client opens the link, they confirm their email address and enter a one-time passcode, sent by SMS to the mobile number held in FYI or by email if no mobile number is available.

Once verified, they can access the documents you’ve shared, without needing a portal account or access to any other client information.

Greater control and visibility over document sharing

Secure Link gives your practice more control over how sensitive documents are shared and accessed.

• Verified recipient access: Clients verify their identity before opening shared documents, helping ensure information reaches the intended recipient.
• Time-limited sharing: Links expire automatically after 30 days by default, with the option to configure access from 1 to 365 days.
• Activity tracking: FYI records when a link is created, when verification is requested and when documents are accessed, giving your team a clear history of sharing activity.
• Share only what’s needed: Recipients can access only the documents or Forms included in their Secure Link, without visibility of wider client folders or information.
• Built into your workflows: Secure Link can be used with FYI’s Create Email automation step and configured as the default sending method for individual clients.

For your team, that means a more consistent way to share sensitive information, without adding unnecessary administration to everyday client interactions.

From document preparation to secure delivery, all within FYI

Secure Link also works alongside FYI’s new PDF Management capabilities, bringing document preparation and secure sharing together in one workflow.

Consider a family group with individual tax returns, a family trust and a company. Rather than sending multiple separate files, your team can use PDF Collation to combine the relevant documents into a single, organised PDF, while keeping the originals untouched.

Once the document pack is ready, it can be shared with Secure Link directly from FYI.

The client receives one link, verifies their identity and accesses the completed pack.

It’s a practical way to manage document preparation and delivery without switching between different applications.

Securely collect client information with FYI Forms

Secure Link can also be used with FYI Forms on the Elite plan, helping practices securely collect and confirm client information.

For example, at the start of tax season, your practice might send a pre-filled Form asking clients to review and confirm their details.

Because the Form can contain existing client information, Secure Link adds a verification step before the client can access it.

Once the Form is submitted, access closes. With automation configured, the confirmed information can also be used to update the client record in FYI, reducing manual data entry and helping your team work with current information.

The right sharing option for every client interaction

Secure Link adds another option to FYI’s existing client collaboration capabilities.

For ongoing collaboration, FYI Collaborate provides a shared workspace where clients can access documents, upload files and work with your team over time.

For one-off document delivery, Secure Link provides a simpler alternative, giving clients verified access to exactly what you’ve shared without requiring a portal account.

Together, these capabilities give accounting practices the flexibility to choose the most appropriate way to share information while keeping their document workflows within FYI.

See Secure Link in action

Watch how Secure Link makes it easy to securely share client documents directly from FYI.

Get started with Secure Link

Secure Link is another step towards making everyday document management simpler, more secure and more connected for accounting practices.

Already using FYI? Explore our Secure Link setup guide to learn how to get started.

New to FYI? Discover Secure Link and see how FYI helps accounting practices manage documents, automate workflows and work more efficiently.