Ensure a smooth transition to FYI
Our proven approach to implementation makes it easy to migrate your data, configure FYI for your practice and train your team.
Go live in as little
as 4-6 weeks
for your team
Migrate documents with historical filing details
Training for new users
Introduce your team to
new features incrementally
“The transition from MYOBAE to FYI was seamless
and the FYI team walked us through every step.”
Rebecca Reaburn – Toohey Reid
A discovery meeting is the first step.
A Discovery meeting is the first step in developing an onboarding plan for your practice.
This allows us to learn about your practice and adapt the onboarding process to suit your unique requirements.
Armed with this information, the FYI team will provide you with a quote for <strong”>Assisted Onboarding services.
Start by telling us about your practice:
- How many locations, how big is your team?
- Are you already using Microsoft 365?
- What Practice Management software are you using?
- Where are your documents currently stored?
- What is your current filing structure?
- How much data you
Transition to FYI with guidance from an FYI Onboarding Specialist. Includes data migration, initial set-up and configuration of FYI to suit your practice, and personalised training for both admins and users.
Priced from $1,500
For larger practices needing complex data migration or more hands-on assistance with project management, we offer a bespoke service designed to suit your precise needs.
Migrate your historical documents to FYI
Enjoy a seamless transition to FYI, with no loss of data and no need to work within two systems.
In most instances, we can extract and migrate data such as document name, type, date created and date modified.
Depending on your legacy system, we may also be able to migrate the client, group, cabinet, year and work type for each document – and more.
- Over 40 million documents migrated to FYI, from a variety of legacy systems.
- Proven methodology – tried and tested migration routines.
- Built-for-purpose migration tools – minimal involvement from your team
- Replicate existing filing structures or create new
- Migrate both client and non-client files
- No downtime = no loss of billable hours
“The migration of documents and rollout of FYI was both efficient and cost effective.
Our team jumped on it from day one and it has all been very seamless and efficient – we wouldn’t go back!”
Sam Horsman, Principal – PJS Financial
Let us guide you through the set up and configuration of FYI to suit your practice.
- Free Trial Account
- FYI Add-ins for Office and Outlook
- Filing Structure
- User Groups and Active Users
- Templates and Stationery
- Practice Settings
- Integrations and Automations
“This has been the easiest transition that I have ever experienced in moving systems.
You have done a great job in getting us prepared. The transition went really well with minimal issues after migration, and you have great fixes for those.”
Jos Pemberton – Avid Business Agency, New Zealand
Training to help your team hit the ground running
Our onboarding services include live group training for all new users and FYI administrators – customised to suit your team and practice.
Our FYI specialists can provide practice-specific feedback on how to use FYI for your unique work processes and procedures.
Standard topics include:
- Getting Started as a FYI Admin
- Managing Templates and Stationery
- Navigating FYI
- Learning the Essentials
- Finding Information in FYI
- Filing Emails from Outlook
- Document Management Fundamentals
- Automating your Practice
Help when you need it
Ongoing email support included in your monthly subscription. For more complicated issues, we will initiate an outbound call.
We’re welcoming leading accounting firms to the FYI platform every day
Interested in learning more?
Read our answers to frequently asked questions related to getting started,
onboarding, data security and migration.