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See why teams choose Workiro over FYI Docs

Every signature, message and approval in one client record
not spread across a signing app, a portal and a document system.

Workiros's features, customization, and simplicity make it the #1 FYI Docs alternative for accountants.

Both tools auto-file every email and document against the client, and both were built by people who know practice workflows. The fork is what happens after the filing:

Book a Wórkiro demo

Pick FYI Docs If...

• You're all-in on Xero Practice Manager

• You're open to FYI becoming your practice management over time — timesheets, WIP, invoicing

• You're ready to build custom automations around it.

Pick Workiro If...

• You run other tools such as TaxCalc, IRIS, CCH and Sage alongside Xero

• You'd rather stay agnostic on your practice management tool

• You want every signature filed against the client instantly — so it's all in one record

See the difference

The job		FYI Docs1
Get documents e-signed without a separate paid tool	Wórkiro Native, unlimited	FYI Docs Via a paid signing integration2
Let clients collaborate & upload with no login, on any plan	Wórkiro Yes, all plans	FYI Docs Pro & Elite plans only Client sign-in via Microsoft/Google or passcode3
Prove who saw and signed what, across documents and conversations	Wórkiro Full audit trail	FYI Docs Document-level activity
Co-edit Excel, Word & PDF live with version history	Wórkiro Real-time co-edit	FYI Docs Check-in / check-out Co-edit via M365 (Pro+)
Run regulated work the same way every time	Wórkiro Custom workflows	FYI Docs Process automation (Pro+)
Connect tax & compliance apps without a plan upgrade	Wórkiro Included, every plan	FYI Docs Most app integrations gated to Pro+4

Source of table entry:

¹ Based on FYI's public product & pricing info, fyi.app/uk, verified July 2026. ² FYI integrates with third-party signing apps incl. DocuSign, AdobeSign, Annature and FuseSign; the FYI subscription covers the FYI system only. ³ FYI's client portal (Collaborate) is available on the Pro and Elite plans only, not Intermediate, with clients signing in via Microsoft 365 or Google (or a one-time passcode). Wórkiro's secure client link needs no client account or sign-in. ⁴ "Access to all app integrations" is listed as a Pro-plan feature on FYI's UK pricing; on Intermediate, FYI's tax, compliance and other app integrations (Xero Tax, ATO Smartdocs, ATOMate, BGL, NowInfinity, Zapier, myprosperity) are marked unavailable. fyi.app/uk/pricing, July 2026.

Workiro for case setup

“Before, if something wasn’t finished, it just sat in my head. Now I can see everything - what’s been sent, what’s signed, and what’s outstanding. That peace of mind is huge.”