PDF Management Feature Walkthrough
Prepare client-ready documents without switching applications with FYI’s PDF Management.
Built for the everyday PDF work of accounting practices, PDF Management lets you collate, edit and redact documents directly in FYI. Combine financial statements, tax returns and advice letters into one organised PDF, update text and reorder pages, and permanently remove sensitive information before sharing. Your original source documents stay unchanged when collating, while edits save as a new version in FYI—without the downloading and re-uploading.
Collate. Edit. Redact. More of your document work, all in FYI.
To see how PDF Management fits into your practice’s everyday work, book a personalised platform tour here.