Every accountant knows the struggle—hunting down client files, sifting through endless email threads, and dealing with duplicate or misplaced documents.
These inefficiencies hurt productivity, increase errors, and make collaboration a nightmare. Traditional filing systems and outdated document storage tools weren’t built for the fast-paced, compliance-heavy world of modern accounting. That’s why firms are now turning to cloud-based document management and practice automation solutions like FYI Docs to streamline workflows and save countless hours.
In this guide, we’ll break down FYU Docs pricing, compare FYI Docs vs Cone, and help you choose the best option for your accounting practice.
What is FYI Docs?
FYI Docs is a cloud-based document and project management platform designed specifically for accountants. Developed by accountants, it addresses the daily challenges of managing client interactions, documents, tasks, and overall practice workflows.
Best Features
Centralized Document Storage: All emails, documents, meeting records, phone calls, and file notes are stored in a single, client-centric database, ensuring easy access and organization.
Structured Filing System: Apply consistent filing rules by client, cabinet, or job, maintaining uniformity across the practice.
Seamless Integration with Microsoft Office: Access FYI directly from Word, Excel, or PowerPoint, allowing users to file documents, create tasks, or initiate workflows without leaving the Office applications.
Automated Document Creation: Utilize practice templates to quickly generate standard documents, which are auto-filed upon creation, saving time and reducing manual effort.
Version Control and Audit Trail: Maintain document integrity by preventing simultaneous edits, automatically recording document activity for a full audit trail, and enabling easy restoration of previous versions if needed.
Suitable For
- Tax and Audit Professionals
- Accounting Firms
- Bookkeeping Services
G2 Rating: 5/5
Reviews:
FYI Docs Pricing Plans
FyI Docs offers three plans.
- Intermediate ($30 per user/month) – Ideal for small to mid-sized accounting practices looking for a solid document management system without the need for full automation. It offers structured filing, search tools, and basic integrations to keep documents organized and accessible.
- Pro ($50 per user/month) – Designed for firms that want more efficiency in their workflows. This tier adds automation features, allowing teams to streamline document creation, approval processes, and collaboration without manual intervention. If saving time is a priority, this plan makes a noticeable difference.
- Elite ($70 per user/month) – Best for firms that run complex operations and need full process automation. This plan includes everything from the Pro version but takes it further with deeper workflow automation, advanced reporting, and more control over document access and management.
If your team simply needs better organization, the Intermediate plan will do the job. If you’re after automation and efficiency, the Pro plan is worth the investment. But if you want maximum productivity with minimal manual work, the Elite plan is the way to go.
FYI Docs vs Cone: Which One is Better for Your Accounting Practice?
When choosing a document management software and practice management solution, two names stand out - FYI Docs and Cone. Both offer automation, collaboration tools, and integration with accounting software, but they cater to different needs.
Cone functions as a single platform that combines all accounting practice management features from proposals to billing to client requests to document management. You don't need another proposal software and is way affordable.
Pricing: What Offers Better Value?
Cone Pricing:
- Starter: $5/month (billed annually) or $8/month (billed monthly)
- Essentials: $11/month (billed annually) or $16/month (billed monthly)
- Growth: $17/month (billed annually) or $24/month (billed monthly)
Cone offers a significantly lower price while including document management, proposals, payments, and project management in one.
Final Verdict: Cone Offers More for Less
Cone combines document management with practice automation at a lower cost, making it a better choice for accountants looking to streamline their entire workflow—not just document handling.
FAQs
- Does FYI Docs offer a free trial?
Yes, FYI Docs provides a 30-day free trial.
- Can I use FYI Docs on mobile devices?
Yes, Users access FYI Docs from any location by using their mobile device or desktop through an online web browser.
- Is collaboration on the same document by multiple team members possible?
No, FYI Docs prevents simultaneous edits to maintain document integrity. However, users can leave comments, assign tasks, and use workflow approvals to collaborate.