FYI now integrates with AccountKit’s suite of admin, compliance and consulting tools designed to make cloud-based practices more efficient, and give you insights to start bigger conversations with your clients.
What does this mean for FYI users?
Import and file AccountKit reports into FYI with ease, link documents in FYI to AccountKit tools, and jump straight from AccountKit to the same client in FYI with a single click. The integration works out of the box, matching clients between the two apps, and applying security and permissions - and even allows you to browse documents by Client Group in AccountKit.
Who is this available for?
This integration is available to all users on the Pro plan in Australia and New Zealand.
You must hold a current subscription with AccountKit.
To find out more, please visit AccountKit.
Want to get started?
An FYI Administrator will first need to connect your AccountKit account to FYI.
Refer to Integration with AccountKit to find out how.