Announcing new integration with CCH Workpapers (New Zealand)

Updated

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FYI now integrates with CCH Workpapers by Wolters Kluwer, streamlining the process of completing annual financials for accounting professionals. Key tasks such as journal creation and workpaper reconciliation are automated to save time and improve accuracy.

What does this mean for FYI users?

Documents from FYI can be attached to a CCH Workpaper right from Excel, with users able to search by Client, Cabinet and Document Name. When viewing the Workpaper, clicking the supporting document will download a copy of the document to the local computer.

Who is this available for?

This integration is available for all New Zealand users of FYI on the Pro Plan.

For more information, please visit Wolters Kluwer.

Want to get started?

An FYI Admin or a user with Automations permissions will first need to connect your CCH account with FYI. Refer to Integration with CCH Workpapers (New Zealand Only)

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