Discover What's New

FYI now integrates with Cloudoffis, offering Saas-based solutions to Accountants and Auditors, helping with their SMSF processes.

What does this mean for FYI users?

• Import documents from FYI into Sorted.
• Import Workpapers from Sorted into FYI.
• Select a default Cabinet for efficient filing (optional).
• Select a Cabinet at the time of importing files (optional).
• Easily search for documents based on Client, Year and Cabinet.

New this month within FYI…..

• Integrations with My Workpapers & Cimplico Workpapers
• Send for signature automation
• Share No Email to share documents without email notifications
• Delete the Latest Document Only from Threads
• New “Managing Jobs & Recording Time” Learn Course

FYI now integrates with My Workpapers, a leading cloud-based workpapers platform for accountants and auditors.

What does this mean for FYI users?

• Quickly import documents from FYI to engagement files within My Workpapers.
• Easily search by Client Name, Cabinet, and/or Year, making it fast and simple to find files in FYI.

FYI now integrates with Cimplico Workpapers, a compliance workpaper solution for professional accounting firms.

What does this mean for FYI users?

• Onboard Groups, Entities and Users from FYI
• Automatically import files from FYI into a specific workpaper

New this month within FYI…..

• View & Search for Job Numbers 
• “Draft in Outlook” marked as sent
• New “Me” option in drop-down fields
• Extra Columns in the client “Tax” tab (ANZ only)
• New Article with Advanced Automation merge field formulas.

New this month within FYI…..

• Practice Sync app for MYOB, APS, IRIS and CCH
• CCH Workpapers integration
• New “End of Month” date option in automations
• Learn Dashboard displays Prework by default
• Import Notice of Assessment without a payable Due Date

Take a look at the other features released this month.

New this month within FYI…..

• Task Templates
• Notud Integration 
• ‘Convert to PDF” Automation Step
• NowInfinity Integration
• Easily Record Video for support requests

Take a look at the other features released this month.

New this month within FYI…..

• New Integration with Companies House 
• FYI’S new Support Bot 
• Prework for New Users
• Extended Activity Section 

Take a look at the other features released this month.

New this month within FYI…..

• Custom Fields sync for MYOB & CCH integrations
  • Custom Map new fields in the Practice Sync App
• Workflow Status filter update
• Improved Practice Activity
• Two new options to BGL Practice Sync 

Take a look at the other features released this month.

FYI now integrates with Notud, a purpose-built software designed to facilitate handwritten notes being filed to the cloud.

What does this mean for FYI users?

Your handwritten notes and drawings from your iPad, tablet or other device can easily and securely be filed in FYI. The PDF documents are filed to the client and cabinet of your choice when you “Send to FYI” from Notud.