EASY ONBOARDING

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

Simple assisted
onboarding process

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No downtime
for your team

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Migrate documents with
historical filing details

Training for new users
and administrators

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

Assisted Onboarding

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

Concierge Onboarding

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.

Contact us for Concierge

Migrate your historical documents to FYI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.

Check out the data we can migrate.

  • 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.

Visit the FYIHelp Centre for articles, video tutorials and other resources to help you use FYI to its full potential.

Join the FYI User Community to learn about best practice, share ideas, and ask questions from our growing user base.

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.