EASY ONBOARDING

Our proven approach to implementation
will ensure a smooth transition to FYI.

Operational in minutes.
Free for 30-days.
No obligation

Simple implementation process with assisted onboarding

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Ongoing email support included in monthly subscription

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Migrate documents with historical filing details

Introduce your team to new features incrementally

Extensive knowledge base to help you at every step

“The transition from MYOBAE to FYI was seamless and the FYI team walked us through every step.”

Rebecca Reaburn, Personal Assistant to Stephen Toohey – Toohey Reid

Assisted Onboarding

Transition to FYI in three phases, guided by an FYI Onboarding Specialist. Includes guided data migration, initial set-up and configuration of FYI to suit your practice, and personalised training for both admins and users.

Priced from $1,500

Concierge Onboarding

For larger practices needing complex data migration or more hands-on assistance with project management, we offer a bespoke service designed to suit your precise needs.

Contact us for Concierge

Discovery

A Discovery meeting is the first step in developing an onboarding plan for your practice. 

This allows us to learn about your practice and adapt the onboarding process to suit your unique requirements.

Armed with this information, the FYI team will provide you with a quote for Assisted Onboarding services.

Start by telling us about your practice:

  • How many locations, how many team members?
  • Are you already using Microsoft 365 and Xero Practice Manager?
  • Where are your documents currently stored?
  • How much data do you want to migrate to FYI?
  • What is your current filing structure?

Migrate your historical documents to FYI

  • Over 40 million documents migrated to FYI, from a variety of legacy systems.
  • Proven methodology – tried and tested migration routines.
  • Built-for-purpose migration tools
  • Replicate existing filing structures or create new
  • Migrate both client and non-client files
  • No downtime = no loss of billable hours

Enjoy a seamless transition to FYI, with no loss of data and no need to work within two systems. The successful migration of your historical documents into FYI is a fundamental part of onboarding.

In most instances, we can extract and migrate data such as document name, type, date created and date modified.

Depending on your legacy system, we may also be able to migrate the client, group, cabinet, year and work type for each document – and more.

Check out the data we can migrate.

“The migration of documents and rollout of FYI 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

Your onboarding specialist will guide you through the set up and configuration of FYI to suit your practice.

Initial Set up

  • Free Trial Account
  • FYI Add-ins for Office and Outlook
  • Filing structure
  • Users and user groups
  • Practice letterhead
  • Email signature

Configuration

  • Templates
  • Email settings
  • Document Views
  • Jobs
  • Collaboration tools
  • Apps & Integrations
  • Process Automations

“This has been the easiest transition that I have ever experienced in moving systems. You have done a great job in getting us prepared. The transition went really well with minimal issues after migration, and you have great fixes for those.”

Jos Pemberton, Administrator, Avid Business Agency (NZ)

Training to help your team hit the ground running

Our onboarding services include live group training for all users and FYI administrators – customised to suit your team and practice.

Our FYI specialists can provide practice-specific feedback on how to use FYI for your unique work processes and procedures.

Standard topics include:

  • Getting started as an FYI administrator
  • Managing templates and stationery
  • Building your Foundations
  • Post live Q & A
  • Automating your practice
  • Advanced training (on a specific topic of interest)

HELP WHEN YOU NEED IT

Whenever you need help, simply email mail our technical support team at support@fyidocs.com. For more complicated issues, we will initiate an outbound call.

Visit the FYI Help Centre to access our growing library of help articles, video tutorials and other resources to help you use FYI to its full potential.

Join the FYI User Community to learn more about features and best practice, share insights and ideas, and ask questions to ensure your practice is getting the most out of FYI.

We’re welcoming leading accounting firms to the FYI platform every day

Interested in learning more?

Read our answers to frequently asked questions related to getting started, onboarding, data security and migration.