FYI and INVU are document management tools that help an accountancy practice go paperless by centralising client documents, automating routine filing and approvals, and connecting to the rest of your software. To get the benefit safely, they need to be well-integrated, backed up, and protected with strong access controls, so going paperless makes you faster without creating new risk.
A paperless practice is quicker to work in and easier to support, but only if the document systems are set up and secured properly. Here’s how FYI and INVU fit into a well-run, secure practice.
1. One place for every document
FYI centralises client records and documents and ties into your other tools, so your team finds what they need quickly instead of hunting across folders and inboxes. INVU brings the same discipline to purchase invoices and approvals. Together they cut the time spent filing and searching.
2. Automation that saves real time
The strength of these tools is automation: filing documents to the right client, triggering the next step in a job, and routing invoices for approval without manual chasing. Set up well, that removes a lot of repetitive admin from your team’s day.
3. Keep it integrated and supported
Document management works best when it connects cleanly with your practice software and Microsoft 365. We keep those connections healthy and the software available, so the paperless workflow your team relies on doesn’t break at a busy moment.
4. Secure and backed up
When all your documents are digital, protecting them is essential. Strong access controls so people only see the clients they should, multi-factor authentication, and encrypted, tested backups mean a paperless practice is a safer one, not a more fragile one.
A real example: a London music accountancy firm
We support a London music and entertainment accountancy firm whose whole team works securely from home with no disruption, running CCH, document management (FYI and INVU), QuickBooks and payroll software day to day. Security is layered with ThreatLocker application allowlisting, access restricted by location, managed email filtering and proactive patching, so the practice stays focused on a busy, growing client book instead of on IT. When something does come up, it’s resolved on a single phone call.
For most music and entertainment accountancy firms, this sits within fully managed IT at about £45 to £100 per user per month, billed per user, with secure remote access and the protection client data needs built in.
Why London music accountancy firms choose First Stop IT
First Stop IT has supported businesses since 2002, including London music and entertainment accountancy firms, and we know the software your practice runs every day: CCH, QuickBooks, payroll software (including QTAC), and document management with FYI and INVU. Our credentials include:
- Cyber Essentials Certified
- IASME Cyber Assurance (Gold)
- NCSC Assured Service Provider (Cyber Advisor for Cyber Essentials)
- Microsoft Partner
- Crown Commercial Service Supplier (G-Cloud)
- Quality Principles Certified
We look after more than 2,000 endpoints across 50 companies, we’ve been named a Top 50 UK MSP for three years running, and we support practices across Essex, Hertfordshire and London, including Harlow and Bishop’s Stortford.
Book a free IT and cyber security review
Want your paperless practice to be fast and secure? Book a free IT and cyber security review with First Stop IT and we’ll check your document systems are working their hardest for you.