We're excited to announce a new integration with Elfworks, a tax advisory and AI platform that creates advice pieces and client notes for practices. FYI clients are imported to Elfworks so that file notes can be can be uploaded and filed against the client in FYI.
What does this mean for FYI users?
- Time Savings: Automatically filing Elfworks outputs into FYI eliminates repetitive admin work.
- End‑to‑End Audit Trail: Every research or advice is recorded against the client, supporting transparency and professional standards.
- Reduced Risk: Consistent, automated documentation reduces the risk of missing or incomplete client records.
- Better Adoption of AI: By integrating directly into FYI, practices can adopt AI with confidence.
Who is this available for?
The Elfworks integration is available now to all users on the Pro or Elite plan, for practices in Australia.
Want to get started?
To begin setup and configuration, refer to Integration with Elfworks (Australia only).