Outbound Client Correspondence

Thursday, 23rd January | 12.30pm AEST

Learn how to prepare and distribute client communication using the full functionality of FYI.

Modernise your mail register, leveraging metadata in FYI
Move documents within your team efficiently, from draft to review and approval. 
Send documents to clients for e-signing via Adobe Sign and DocuSign
Send documents via email (including bulk mail merge!)


Reserve your spot today

Featured Speakers
Masterclass hosted by:
Rob Cameron
CEO and Co-Founder,
FYI is the fourth generation of a product concept Rob has been working on in his 20+ years developing solutions for accountants.
Jack Thiel

Client Success Manager, FYI

Jack is a Chartered Accountant with 5+ years working in practice and a passion for SaaS technology.