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).