CLIENT RELATIONSHIP MANAGEMENT

Take your client relationships to the next level

With a dedicated workspace for each client and instant access to recent interactions and outstanding tasks,
providing the highest standard of service never felt so easy.

Maintain a single source of truth

Improve data accuracy and eliminate re-keying errors, with
a single source of client data

  • Client data is synchronised with your practice management software (Xero Practice Manager, Xero Tax, GreatSoft)
  • Clients, client groups, jobs and team info from XPM is imported into FYI and continuously synchronised
  • No need to maintain data in multiple locations

Manage everything in one place

Make collaborating on client work easy and boost productivity, with
a dedicated workspace for every client

  • Up-to-date summary of each client’s affairs – in one shared place for your team
  • View emails, documents, jobs and tasks across the client group
  • Instant access to up-to-date information – tax returns from Xero Tax, reports from your client’s Xero Ledger and other client documents – captured automatically from external sources and filed consistently

Automate outbound email campaigns

Build custom process automations to deliver targeted outbound email communications such as e-newsletters to your client base

  • Segment your database using custom client fields
  • Use these client views to send client email campaigns to a targeted audience
  • Create a one off or drip email campaign using our Process Steps

Customise Client Views to suit your practice

Create client views using the details most important to your team, and access information in the way that best suits your practice.

  • Manipulate lists of documents, tasks and jobs
  • Save any search criteria as well as column order and filters
  • Activate sticky views to ensure that list views selected by users are applied by default across all lists in the session

Record meetings, phone calls and file notes

Capture all client interactions quickly and easily to provide a complete history of every client relationship.

Instant views across Client Groups

Gain full insight across a group without having to view by individual client – view documents, tasks and jobs by Client Group.

Client Security for extra peace of mind

Control access to sensitive client information with best practice security controls, with access granted to relevant team members only.

  • “God, I love this program!”

    Jeremy Coverdale Partner - Coverdale Business Solutions
  • "FYI combines email, workflow processing, task management, customer relationship management and more. It will be exciting to watch the progress on this one."

    Alan Fitzgerald Founder – Practice Connections
  • “One of the biggest frustrations we have is people not finding procedures easily and filing documents in different places. FYI's structured filing system solves these problems perfectly. Thanks for putting together such an awesome program.”

    Jason Skinner CEO/Director - Skinner Hamilton
  • "FYI blew me away. It’s more than a document management solution …..it’s a way of re-casting all of your processes internally and automating them. And it’s an absolute game-changer."

    Rob Stone Director of Operations - Asia & Australia at Xero
  • "Changing document management systems was a huge call for our practice.  It wasn't until we came across FYI that we were able to make the right decision. The roll out and migration of documents 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
  • "The transition from MYOBAE to FYI was seamless and the FYI team walked us through every step. We have been using FYI for a week and the time saved already outweighs the initial costs."

    Rebecca Reaburn Personal Assistant to Stephen Toohey – Toohey Reid
  • "FYI’s jobs board will completely transform the way we manage our workflow, reports and meetings. It’s a real game changer!"

    Adam Wilson Partner – Wilson Accounting
  • "FYI has been a huge boon for our practice given the challenges around COVID. We are comfortably able to send the majority of our staff to work from home thanks to your great software."

    Alistair Scanlon Partner - Scanlon Richardson Accounting
  • “Having FYI right now to help manage Job Keeper requirements is making my life waaaaay easier”

    Andrew Van de Beek Founder, Illumin8
  • “FYI’s email integration is the easiest that I have ever used. Transferring our files onto the platform was easy and we have been pleased with the easy access to records and use of templates for standard letter and email generation.”

    Bill Mancer Director, Rise Accountants Limited
  • “FYI was the missing piece to our tech stack puzzle. It provides us with what we need from a document management system, plus a lot more.”

    Tasha Rossiter Practice Manager, Sidcor

Want to see FYI in action?

Join a live platform tour and let us show you how it all works.