FYI + Elfworks
Connect FYI with Elfworks to bring AI-powered tax advice into your existing client workflows. Synchronise clients and automatically file advice back into FYI, reducing administration while keeping important client records complete and accessible.
Keep Client Information Connected
Synchronise new and existing clients from FYI into Elfworks, giving your team access to the client information they need when preparing tax advice without duplicating records across platforms.
Automatically File Tax Advice
Send advice created in Elfworks directly back into FYI as a file note or document. Reduce manual downloading and filing while keeping important tax advice together with the relevant client record.
Maintain Consistent Client Records
Choose the appropriate FYI Cabinet from within Elfworks to ensure file notes and documents are filed in the right place. Keep client records organised and make important advice easier for your team to find.
Create a Complete Audit Trail
Keep research and advice recorded against the client in FYI, creating a clear audit trail of the work completed. Automated filing helps reduce the risk of missing or incomplete records while supporting consistent documentation across your practice.
About Elfworks
