Moving to the cloud, made easy
Changing your document management system may seem like a difficult undertaking – but it doesn’t have to be. We’ve automated the steps to get you live as soon as possible, with proven results.
Ensure a smooth transition to FYI
We provide expert assistance to help you migrate your data, configure FYI and train your people. Be guided by our experienced onboarding team.
1 Migrate documents with historical filing details
2 Set up and configure FYI to suit your practice
3 eLearning courses and a live Q&A session to educate your team
Our Onboarding Guide covers everything you need to know
Our Assisted Onboarding services can be scaled to match the size of your firm and the complexity of your data migration and project management needs.
Powering leading accounting firms across Australia, New Zealand and the UK
The migration of documents and roll-out was efficient and cost-effective. Our team jumped onto FYI from day one and it has all been very seamless - we wouldn't go back!
The transition from MYOBAE to FYI was seamless, and the FYI team walked us through every step.”
This has been the easiest transition I have ever experienced in moving systems. You’ve done a great job in getting us prepared. Our staff are now using FYI and really love it.
Want us to develop an onboarding plan for your practice?
A free discovery meeting is the best place to start. Tell us about your practice so we can formulate a bespoke onboarding plan to meet your unique requirements.