AUTOMATED DOCUMENT & PRACTICE MANAGEMENT PURPOSE BUILT FOR ACCOUNTANTS

A seamless integration to the cloud for CCH & IRIS users​

As the accounting world transitions to cloud-based operations, many firms still rely heavily on desktop-based practice management systems for their everyday tasks. This reliance often leads to frustrations and limits the full utilisation of cloud-based capabilities.

What if you could combine your robust desktop compliance tools with the advantages of the cloud?

This is where FYI’s Practice Sync steps in, offering an innovative integration with popular desktop compliance software such as CCH and IRIS.

What does this mean for me?

Maintain a single source of truth for practice data
Sync your Clients, Client Contacts, Jobs and Users from CCH or IRIS to FYI using our purpose built app.
Always up-to-date data
New and edited information from CCH and IRIS will be synced every 15 minutes.
Easy access to job information
File emails and documents to jobs synced from CCH.
Seamless collaboration for teams and clients
Work from anywhere with real-time access to documents, streamlined team workflows, and secure client sharing for faster approvals and responses.
Power your practice templates
Use client details to populate merge fields in email and document templates.
Automated workflow for sending and receiving documents
Automate routine processes such as document filing, approvals, and client signatures.

Enhanced accessibility & collaboration

With cloud-based accounting, your team gains the freedom to work from anywhere—no office ties, no restrictions. Whether at home, on the go, or across multiple branches, everyone stays connected to critical data and documents.

Seamless real-time collaboration eliminates version control headaches and delays. Your team works from the same up-to-date information, keeping everything moving efficiently.

And it’s not just internal—secure client collaboration means effortless document sharing and faster response times, enhancing service and strengthening relationships.

    Improved security and compliance

    Moving to the cloud means built-in security that keeps your data protected—no more reliance on local servers or manual backups. With enterprise-grade encryption, access controls, and automated audit trails, your practice stays secure and compliant without the hassle.

    Ensure your team works with confidence, knowing sensitive client information is protected while meeting industry regulations. Plus, with real-time updates and secure access permissions, you have full control over who sees what—minimising risk and maximising peace of mind.

      Efficiency and cost savings​

      Cloud-based automation eliminates time-consuming manual tasks, freeing your team to focus on high-value work. Say goodbye to wasted hours on data entry, document filing, and admin—everything flows seamlessly, boosting productivity.

      With fewer IT overheads, no costly servers, and automatic software updates, your practice saves on maintenance while staying ahead with the latest technology. Scale effortlessly, work smarter, and drive profitability with a system designed for efficiency.

        Transition to the Cloud—On Your Terms

        With FYI Practice Sync, migrating to the cloud doesn’t have to be an all-or-nothing move. Our gradual migration approach lets you transition at your own pace—fast or slow—while maintaining full control and reducing risk. Data syncs every 15 minutes, keeping everything up to date without the hassle of managing multiple platforms.

        Build confidence in the cloud by testing and learning before fully committing—think of it as “try before you buy.” Your team can adapt to new workflows naturally, making the shift feel seamless rather than overwhelming.

        Every practice is unique, which is why FYI Practice Sync offers flexibility to transition in stages, on your schedule, and with full support along the way. Take the first step today and start your cloud journey with confidence.

        The future of accountancy is undoubtedly in the cloud. With FYI, we've been able to streamline our processes and improve our efficiency significantly. The ability to access everything from anywhere has been a game-changer for our team.
        We knew there was a better way of working.
        If you’re not in the cloud, you’re not a firm of the future.
        This has been the easiest transition I have ever experienced in moving systems. You’ve done a great job in getting us prepared. 
        Having a secure space that clients can drop documents into is fantastic and far more secure than email, so it provides clients with peace of mind.
        BEN KNAPP OPERATIONS DIRECTOR
        NUVO
        ABBY ACUTT CLIENT SERVICES MANAGER
        G J WALSH & CO
        JARROD BRAMBLE PARTNER
        CUTCHER & NEALE
        JOS PEMBERTON ADMINISTRATOR
        AVID BUSINESS AGENCY 
        ABBY ACUTT CLIENT SERVICES MANAGER
        G J WALSH & CO

        Want to see FYI in action?

        Book a demo or start a 30-day free trial today.