Purpose-built for professional services firms. Connect Paxform with FYI’s document and email management platform to automatically organize client documents, maintain structured file systems, and streamline information management for accounting and advisory firms.
Build By
FYI
Visible On
Paxform
Pricing
Free and paid subscriptions available
Supported Languages
English, French, German, Japanese, Portuguese, Spanish
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The Paxform FYI integration is designed specifically for accounting, advisory, and professional services firms using FYI’s document and email management system. This integration automatically files form submissions, client documents, and attachments into FYI’s intelligent filing structure, maintaining organized client files while eliminating manual document management tasks.
This integration is essential for professional services firms committed to FYI for document management who want to streamline client onboarding, automate document collection, and maintain consistently organized client files. By connecting form submissions directly to FYI, firms ensure all client information is properly filed, searchable, and accessible to authorized team members while reducing administrative overhead and improving client service delivery.
- Connect to FYI
Authenticate Paxform with your FYI account using secure API credentials. Grant appropriate permissions for document filing, client management, and folder access.
- Configure Filing Structure
Map form types to FYI filing locations, clients, and document types. Define how form submissions should be organized within your firm’s established FYI folder structure and naming conventions.
- Set Up Document Classification
Configure automatic document categorization using FYI’s document types, tags, and metadata fields to ensure proper classification and searchability.
- Automatic Filing & Organization
When forms are submitted, Paxform automatically creates FYI documents with proper filing, naming, and metadata—maintaining your firm’s document management standards without manual intervention.
Client Onboarding & Engagement
Streamline new client setup by automatically filing engagement documents in structured FYI client folders.
- Create FYI client records from new client intake forms
- File signed engagement letters in designated FYI folders
- Store client identification and verification documents
- Organize conflict check documentation
- Maintain fee agreements and billing arrangements
- File client contact details and entity information
- Set up client folder structure automatically
Tax Document Collection
Organize tax preparation documents by automatically filing client submissions in FYI tax folders.
- File tax source documents (W-2s, 1099s, K-1s) to client folders
- Organize receipts and supporting documentation by tax category
- Store prior year returns and tax correspondence
- Maintain depreciation schedules and asset records
- File audit defense documentation
- Organize entity tax documents by jurisdiction
- Track document receipt status through FYI
Audit & Assurance Documentation
Maintain organized audit working papers and client-provided documentation in FYI.
- File client financial statements and trial balances
- Organize audit schedules and supporting documentation
- Store management representation letters
- Maintain internal control documentation
- File board minutes and governance documents
- Organize confirmation responses and third-party documentation
- Track outstanding audit items and requests
Advisory Engagement Files
Manage consulting and advisory project documentation through structured FYI filing.
- Create project-specific folders for advisory engagements
- File project proposals and scope documents
- Organize client deliverables and presentations
- Store meeting notes and communication records
- Maintain project milestone documentation
- File change orders and scope modifications
- Archive completed project files systematically
Compliance & Regulatory Filings
Organize compliance documentation and regulatory submissions in FYI.
- File annual compliance documents and certifications
- Organize regulatory filings by jurisdiction and filing type
- Store trust account documentation and compliance records
- Maintain professional indemnity insurance documentation
- File practice review and quality assurance documents
- Organize continuing education certificates
- Track filing deadlines and compliance obligations
Client Communication Management
Maintain comprehensive records of client communications integrated with FYI email management.
- File form confirmations in client communication folders
- Organize client instructions and authorization documents
- Store signed approvals and client authorizations
- Maintain records of advice provided
- File client correspondence chronologically
- Link form submissions to related email threads
- Track client response and approval status
Trust & Estate Administration
Manage estate and trust documentation through structured FYI filing systems.
- File will and trust documents in estate folders
- Organize probate court documentation
- Store beneficiary information and distribution records
- Maintain asset inventories and valuations
- File tax returns and estate administration documents
- Organize correspondence with executors and trustees
- Track estate administration milestones and tasks
Due Diligence Document Collection
Coordinate due diligence processes by organizing requested documents in FYI.
- Create due diligence folders for transaction support
- Organize financial statements and tax returns
- File contracts, leases, and legal agreements
- Store corporate governance documents
- Maintain intellectual property documentation
- Organize employee and HR records
- Track document request lists and completion status
Seamlessly connect Paxform to FYI’s document and email management platform, purpose-built for accounting and professional services firms requiring sophisticated document organization and client file management.
- Client Record Creation: Automatically generate FYI client records from intake forms
- Client Details: Populate client names, entities, and contact information
- Client Types: Distinguish between individual, company, trust, and other entity types
- Related Entities: Link related clients and entity structures
- Client Status: Set active, inactive, or prospective client status
- Client Groups: Organize clients by service type or engagement category
- Client Numbers: Assign unique client identification numbers
- Matter/Job Creation: Create engagement or job records within client structures
- Automatic Filing: Upload form PDFs and attachments to appropriate FYI locations
- Client Folder Structure: Maintain firm’s established client folder hierarchies
- Document Types: Categorize using FYI document type classifications
- Subfolder Organization: File into specific subfolders (Tax, Audit, Advisory, etc.)
- Naming Conventions: Apply firm-standard file naming rules
- Version Control: Track document versions and updates in FYI
- Drag & Drop Filing: Support FYI’s flexible filing system
- Multi-Client Filing: File single documents to multiple client folders when appropriate
- Document Type Assignment: Apply appropriate FYI document types automatically
- Metadata Population: Populate FYI metadata fields with form data
- Tag Application: Add searchable tags for document discovery
- Date Stamping: Record document dates, received dates, and filing dates
- Tax Year Assignment: Associate documents with appropriate tax periods
- Entity Linking: Link documents to specific entities or jobs
- Custom Properties: Populate firm-specific custom document properties
- Classification Rules: Apply automated classification based on form type
- Email Filing: Store form confirmation emails in FYI email system
- Email Threading: Maintain email conversation threads with form submissions
- Client Correspondence: Link form communications to client email history
- Email Metadata: Apply proper email classification and metadata
- Attachment Handling: Extract and file email attachments appropriately
- Email Search: Enable discovery of form-related emails through FYI search
- Outlook Integration: Seamless integration with FYI’s Outlook capabilities
- Task Creation: Generate follow-up tasks from form submissions
- Task Assignment: Assign tasks to team members based on engagement type
- Due Date Setting: Calculate deadlines based on service timelines
- Task Templates: Apply standard task sequences for engagement types
- Checklist Management: Initialize engagement checklists automatically
- Status Tracking: Monitor task and engagement completion status
- Reminder Configuration: Set up task reminders and escalations
- Workflow Integration: Integrate with FYI workflow management
- Full-Text Search: Enable FYI full-text search across form documents
- Metadata Search: Search using populated FYI metadata fields
- Advanced Filters: Support FYI’s advanced search filtering
- Tag-Based Discovery: Find documents using applied tags
- Client Search: Locate all documents for specific clients
- Date Range Search: Find documents by submission or tax year
- Document Type Search: Filter by FYI document type categories
- Quick Access: Enable FYI quick access shortcuts to frequently used documents
- Engagement Tracking: Monitor engagement status and deliverables
- Time & Billing: Support time tracking for form-related activities
- Deadline Management: Track critical dates and filing deadlines
- Resource Allocation: Assign staff to client engagements
- Capacity Planning: Monitor workload across team members
- Client Portal: Enable secure client document submission through portals
- Approval Workflows: Route documents for partner or manager review
- Tax Year Organization: File documents by tax year and entity
- Tax Return Filing: Organize final returns and supporting documentation
- Extension Tracking: Monitor extension filings and deadlines
- Prior Year Access: Maintain organized access to prior year documents
- Tax Notice Management: File IRS and tax authority correspondence
- Estimated Payment Tracking: Organize quarterly payment documentation
- State-Specific Filing: Organize documents by tax jurisdiction
- Audit File Structure: Maintain audit working paper organization
- PBC Lists: Track client-provided documentation against PBC requests
- Confirmation Tracking: Organize confirmation responses and follow-ups
- Review Notes: File review notes and quality control documentation
- Permanent Files: Organize ongoing client permanent file documentation
- Current File Management: Structure current year audit documentation
- Subsequent Events: Track and file subsequent event documentation
- Project Organization: Create project-specific filing structures
- Deliverable Management: Organize project deliverables and milestones
- Proposal Storage: File engagement proposals and scopes
- Meeting Documentation: Organize meeting notes and agendas
- Research Documentation: File research and analysis supporting advice
- Client Approval: Store client approvals and authorizations
- Project Closure: Systematically archive completed projects
- Xero Integration: Coordinate with FYI’s Xero document linking
- MYOB Integration: Support FYI’s MYOB accounting integration
- Practice Management: Integrate with connected practice management systems
- Cloud Storage: Coordinate with OneDrive, Dropbox, or Google Drive connections
- Office Integration: Leverage FYI’s Microsoft Office integration
- Email Platforms: Work with FYI’s email management capabilities
- Document Statistics: Track document filing volume and patterns
- Client Activity: Monitor client document submission activity
- Team Performance: Analyze document processing efficiency
- Storage Metrics: Track FYI storage consumption
- Compliance Reporting: Generate reports for regulatory requirements
- Client File Audits: Review client file completeness
- Workflow Analytics: Measure engagement processing times
- Mobile Filing: Support document filing via FYI mobile apps
- Remote Access: Enable document submission from any location
- Offline Capability: Support offline document review with sync
- Mobile Approval: Allow document approval via mobile devices
- Field Collection: Capture documents during client meetings
- Photo Upload: File photos and scanned documents from mobile
- Professional Indemnity: Support documentation for PI insurance requirements
- Practice Review: Maintain documentation for quality assurance reviews
- CPD Tracking: Organize continuing professional development records
- Ethics Compliance: Maintain ethical walls and information barriers
- Audit Standards: Support compliance with auditing standards
- Regulatory Requirements: Meet professional body documentation requirements
- Data Retention: Implement professional record retention policies
- Folder Templates: Create reusable folder structures for engagement types
- Filing Rules: Configure automatic filing rules based on form characteristics
- Naming Templates: Establish file naming pattern templates
- Metadata Templates: Define standard metadata sets for document types
- Tag Libraries: Maintain organized tag taxonomies
- Custom Fields: Support firm-specific custom field requirements
- Workflow Templates: Create standard engagement workflow patterns
- Filing Validation: Verify documents filed correctly to intended locations
- Duplicate Detection: Identify and handle duplicate document submissions
- Missing Information Alerts: Flag incomplete form submissions
- Quality Checks: Validate metadata completeness and accuracy
- Error Notifications: Alert administrators to filing failures
- Manual Override: Allow manual correction of filing errors
- Retry Logic: Automatic retry for temporary system issues
- Integration Dashboard: Real-time visibility into FYI filing status
- Filing Statistics: Track successful vs. failed document filing
- System Health: Monitor FYI API connection and performance
- Activity Logs: Complete record of all integration activities
- Storage Monitoring: Track FYI storage consumption patterns
- User Activity: Monitor which team members process form submissions
- Performance Metrics: Analyze integration speed and reliability
