FYI and FuseSign Integration

Integrate FuseSign with FYI for a seamless signing experience.

How It Works

Send to your client from FYI

Use the Signature button in FYI to quickly collate your signing pack, and send instantly or be taken to the draft bundle inside FuseSign.

FYI Elite Contact Data Sync

Sync contacts from FYI Elite directly into FuseSign. Synced contacts use FYI as your single source of truth - reducing errors and avoiding duplication of data.

FYI Templates

No need to manually type a message every time. Use an FYI template to save time and ensure consistent messaging.

Automatic notifications

Create a custom automation in FYI to notify your team when signed documents have been received.

Import signed documents

Once signed the original document in FYI will be updated, and the workflow status of the document automatically changes from ‘Pending Client Signature’ to ‘Client Signed’.

See It In Action

Watch how easy it is to streamline your document signing workflow with the FYI and FuseSign integration. From sending documents for signature directly from FYI to automatically filing them upon return, watch the seamless experience in just a few clicks.

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About FYI

Automated document & practice management purpose-built for accountants

Explore FYI >

Want to see the integration live?

Book a demo with FuseSign today and see how our platform can help you streamline your document signing process. Our experts can walk you though the FYI integration in more detail.

FuseSign Demo (AUS/NZ)

Let's connect via Zoom to kick around how you can work smarter with FuseSign!

FuseSign Demo (UK)