FYI ensures that every client email in or out of your practice is hitting the client file.
Create client emails within Outlook using shared practice contacts from Xero Practice Manager. Automatically capture and file client emails. Access email templates, assign tasks and more without leaving the email you are working on.
Emails that match a client email address in Xero Practice Manager are intelligently auto-filed in FYI based on a combination of the conversation thread and client, user or practice defaults. This auto-filing saves valuable time across the entire practice but especially for partners who on average receive 50+ client emails a day.
AutoFile email attachments
FYI can automatically file attachments as separate documents in a smooth workflow. This saves you time by avoiding the need to save to desktop and upload.
AutoFile client meetings
All client related calendar entries can be automatically imported from individual Outlook Calendars and filed in FYI. This ensures the client file includes all critical meetings, shared with the entire team without any manual effort.
Customise your email templates
Standard emails containing rich text and merge fields can be created within seconds for any client. This delivers dramatic time savings as users don’t have to create bespoke emails for repetitive client communications.
Automatic conversation threading
Email conversation threads in Outlook are automatically recreated as threads when auto-filed in FYI. This provides context as all emails pertaining to the same conversation are automatically linked together in your filing system. Viewing only the most recent email in a thread provides a more focused view of documents, helping you to find what you want faster.
Want to see FYI in action?
Visit our video library for an introduction to key features.
FYI is changing the way accounting practices work – for the better!
We have been a client of FYI since January 2019 and are delighted with the product and its evolving road map. The level of client service and responsiveness to enhancements has been impressive. FYI is certainly an industry leader and best practice solution.
Director – Invigor8 Accountants and Advisors
God, I love this program!
Partner – Coverdale Business Solutions
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.
CEO/Director - Skinner Hamilton
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