At Cloudoffis, we are constantly innovating to enhance your SMSF workpaper experience. Document management is a time consuming, yet important job to get right, which is why we’re thrilled to announce our latest integration between SMSF Sorted and FYI. This exciting integration with FYI, a leading Document Management System (DMS), will revolutionise the way you work by saving you time and reducing effort, whilst keeping your important client documents secure.
“With the FYI integration, SMSF Sorted expands the Accountant’s ecosystem, empowering you to manage documents seamlessly. Together, we’ve unlocked the potential of document management.” – Manish Sheladia, Founder, Cloudoffis
Let’s dive into the details and discover how this integration will benefit you.
- Import docs securely from FYI into Sorted
To save you more time and reduce the risk of error, you have the option to select the default FYI cabinet to upload files to SMSF Sorted ensuring the correct documents are stored in the same, selected cabinet every time. You can also filter the results by year, and cabinet and search for the document name from the Search Bar while uploading any document from your existing FYI Cabinet.
- Tag line items with ease
Organising your line items just got easier. Our integration allows you to tag-line items against the documents you retrieve from FYI. So you can say goodbye to manual tracking and hello to an effortless organisation.
- Upload final workpapers back into FYI
Gone are the days of bouncing between platforms and having to download and upload final documents. Now, once your workpapers are generated, you can effortlessly save them back into your preferred cabinet in FYI, all from with with your SMSF Sorted portal.
- Make sure you’re on Sorted Pro to enjoy the benefits
If you are currently using SMSF Sorted Basic, you’ll need to upgrade to SMSF Sorted Pro to take full advantage of the FYI and Cloudoffis integration. To witness the full potential of the FYI and SMSF Sorted integration, we invite you to schedule a demo with us. Our team will guide you through the integration to demonstrate how it can transform your workflow.