FYI

Meet FYI Secure Link! 👋 A new way to send sensitive documents to clients with verified access and nothing extra for them to set up. Not every client interaction needs a portal, but sensitive documents still need proper protection. That’s the gap Secure Link is designed to fill. With our latest feature, you can: ✅ Set up access link easily and send securely by email. ✅ Verify the recipient before they get access. ✅ Set how long the link stays available. ✅ Track when the link is created, verified and opened. 👇 Watch the video and talk to our team to see how it fits into your practice workflow

Growing your accounting practice shouldn’t mean multiplying the admin. For Nuvo, choosing FYI meant less duplicate admin and one place to see where work stands. FYI brings document management, workflows, time and billing together for accountants. Across Nuvo’s 25 offices, around 450 team members can now spend less time searching for information and work more consistently. Hear from the people using it and explore how connected workflows could reduce admin in your accounting practice. 📅Join Discover FYI | How high-performing accountants reduce admin & get more done. Register: https://lnkd.in/gEsnUT54

More clients shouldn’t make it harder to know where the work stands. FYI brings accounting practice workflows and documents together so teams can see what’s happening. For Nuvo, that means live job updates in one place and a consistent approach to capturing client information across 25 offices. See their experience in the video, then explore what FYI could look like in your practice. 📅 Join Discover FYI | How high-performing accountants reduce admin & get more done. Register: https://lnkd.in/gEsnUT54

Preparing client PDFs shouldn't mean downloading files, switching applications and uploading everything again With FYI, the document and practice management platform built for accountants, you can now do it all in one place ✅ Collate financial statements, returns and letters into one client-ready PDF ✅ Edit text, rearrange pages and add the finishing touches ✅ Redact sensitive information before sharing All without leaving FYI Watch PDF Management in action and chat with our team to see how it could work for your practice.

Update client information once and give the whole team access. That’s the difference FYI’s accounting practice software has made for Nuvo. Their teams no longer have to update the same information in multiple places, search for spreadsheets or wait for someone else to close a shared file. “It’s just one live database that everyone can see.” Sound familiar? Join our webinar to explore a more connected way to manage your practice. 📅 Join Discover FYI | How high-performing accountants reduce admin & get more done. Register: https://lnkd.in/gEsnUT54

A growing accounting practice needs systems that can keep up. Nuvo chose FYI’s accounting practice software to bring its work together across 25 offices. For a firm serving around 25,000 clients, the decision was about more than software features. They wanted a team that would understand their requirements and a platform that would continue to develop alongside the business. Hear why they chose FYI, then explore it for yourself in our webinar. 📅 Join Discover FYI | How high-performing accountants reduce admin & get more done. Register: https://lnkd.in/gEsnUT54