Announcing new integration with Cloudoffis (Australia and New Zealand Only)
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?
The integration with Cloudoffis offers the ability to:
- 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.
Who is this available for?
The Cloudoffis integration is available for all Australian and New Zealand FYI users on a Pro plan.
For more information visit https://www.cloudoffis.com.au.
Ready to get started?
An FYI Admin, or a user with Automations permissions, will need to connect your integration to Cloudoffis. Refer to Integration with Cloudoffis (Australia and New Zealand Only).
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