Discover new ways to work with your team and clients
Share documents, co-edit, and add comments to emails, documents or tasks to make collaboration easy.
- Reduce your reliance on internal emails
- No more forwarding of client emails and attachments within your team
- Add comments to emails, documents, tasks or jobs
- Notify team members automatically
- Maintain a history of commentary
- Allow multiple users to edit a document at the same time – even remotely
- Team members can collaborate on the same Word, Excel or PowerPoint document
- Changes saved in FYI
Collaborate with your clients
- Send documents to clients securely using their trusted platforms of choice, such as Dropbox, Google Drive and OneDrive
- Leverage sophisticated cloud platforms built for the purpose of collaboration
- Provides an alternative to email for sending sensitive client documents
- Clients automatically receive an email with a secure link
- Verification code needed to access a document
Want to see FYI in action?
Join a live platform tour and let us show you how it all works.
FYI is changing the way accounting practices work – for the better!
“God, I love this program!”
"FYI combines email, workflow processing, task management, customer relationship management and more. It will be exciting to watch the progress on this one."
“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.”
"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."
"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"
"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."
"FYI’s jobs board will completely transform the way we manage our workflow, reports and meetings. It’s a real game changer!"
"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."
“Having FYI right now to help manage Job Keeper requirements is making my life waaaaay easier”
“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.”
Ready to improve your firm's productivity?
Start a 30-day free trial today.