Tired of juggling documents across multiple platforms? Connectworks’ new integration with FYI brings all your files into one centralised hub, making document management effortless. Specify a subset of FYI documents to appear in Connectworks, so you can focus on ongoing compliance without the clutter. Enjoy a real-time view of your documents, with updates in FYI instantly reflected in Connectworks. Plus, preview FYI PDFs directly in Connectworks or download them to your desktop with ease. Tags from FYI are also available in Connectworks, making it simple to find and search for documents quickly.

Managing hundreds of clients? Our integration ensures client details are synced across both platforms, so changes made in one place can be updated in the other. This sync eliminates discrepancies, giving you confidence in the accuracy of your client records. No more wasting time chasing clients for outdated information—our integration ensures you always have the most up-to-date details at your fingertips, no matter which tool you’re using.

With Connectworks and FYI, you’ll streamline workflows, reduce manual tasks, and focus on what truly matters. Real-time updates, easy document previews, and powerful search functionality mean less time spent searching for files and more time delivering value to your clients. Say goodbye to scattered documents and hello to a smarter, more efficient way of working.