FYI + DASH
FYI and DASH work together to connect your data, documents, and jobs — creating one smooth, efficient workflow that gives your team complete visibility across the practice.
Seamless Practice Management Integration
DASH is a purpose-built cloud platform designed to simplify workflow, time tracking, and job management for accounting firms. The FYI + DASH integration connects your practice systems, ensuring your data and documents flow smoothly between platforms.
Real-Time Client and Job Sync
When integrated, client and job information in DASH automatically syncs to FYI, creating a single source of truth across your practice. Any updates made in DASH are reflected instantly, so your team always works with accurate, up-to-date information.
Streamlined Document Management
Documents created in FYI can be linked directly to jobs and clients managed in DASH, giving your team full context and visibility. This connection eliminates duplication, reduces errors, and helps ensure every file is securely stored where it belongs.
Efficiency That Scales With Your Firm
Together, FYI and DASH empower your team to operate with greater clarity and control. With workflow automation and centralised data, you’ll reduce admin and make it easier to deliver consistent, high-quality outcomes for clients.