Collaborate with your Accountant

Welcome to your Portal

Your accountant invited you to collaborate with them safely and securely using SharePoint with FYI. This allows you to securely access and share documents with your accountant at anytime from anywhere.  

The above video demonstrates how you can easily navigate your Portal and share documents securely.

Please note the video demonstration is using FYI examples and will appear differently to your accountants portal, however the navigation will be the same.

Frequently Asked Questions

For more details on using your portal refer to the FAQs below or get in touch with your accountant.  

How do I login to my Portal?
If this is your first time logging in you will have received an email from your accountant with the link to login to the portal. Click this link to follow the login prompts and access your documents. Note: you must use the email address that the invitation was sent to, to access your documents. If you need to access from an alternate email get in touch with your accountant for them to reissue your invitation.

I have multiple entities, i.e. myself and business accounts how will I see these details?
You may be invited to more than one entity, for example your personal details and your business accounts. You will be able to quickly and easily identify these from your documents page with each entity having a dedicated folder for you to seamlessly locate information. 

How do I upload files for my accountant?
To upload files for your accountant, simply open the relevant entity folder and locate and open the Upload folder. Then locate the file(s) on your computer to drag and drop or click the upload files option if preferred. Your files will then upload and within 15 minutes sync to your accountants FYI software. On successful sync your files will disappear from the Upload folder and your accountant will automatically be notified.

I’m having issues logging into my portal, who do I speak to?
Get in touch with your accountant directly and provide as much information as you can regarding any error messages you’re receiving when attempting to log into your portal.

 

Other Webinars On-Demand

Document Management

Learn how FYI automates the creation and filing of documents.

Watch Now >

Why FYI?

Revolutionise your practice with seamless document management, productivity tools, job management, process automation, and practice management all in one place.

Watch Now >

Email Management

Learn how FYI automates the creation and filing of client emails.

Watch Now >