Discover What's New

FYI now integrates with Content Snare, the content and document collection system, providing an easy way to onboard clients, collect documents and get answers, without the endless back and forth.

What does this mean for FYI users?

Using the integration with Content Snare, you can create a web link in FYI for any requests published in Content Snare. Easy configuration options allow users to configure when files should be sent to FYI, for example, when clients upload files. FYI Cabinets and categories are available to select from in Content Snare, making it easy to automatically file requests sent to FYI.

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.

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