Secure Client Link Feature Walkthrough
Share client documents securely and effortlessly with FYI’s Secure Link.
Purpose-built for accountants, Secure Link makes it easy to share sensitive documents and Forms directly from FYI, without relying on email attachments or separate client portals. With two-factor verification, time-limited access, and activity tracking, you can maintain control over what’s shared, who can access it, and for how long, giving your practice and clients greater confidence and peace of mind.
Secure. Simple. Seamless. Client communication made easier.
To explore how Secure Link can unlock efficiency and strategic insight for your firm, book a personalised platform tour here.