EASY ONBOARDING

Moving to the cloud, made easy

Changing your document management system may seem like a difficult undertaking – but it doesn’t have to be. We’ve automated the steps to get you live as soon as possible, with proven results.
000 million
documents migrated
000
practices onboarded
0000
users trained

Onboarding re-imagined, so it works for you!

Our simple assisted onboarding process makes it easy to transition to FYI.
We will work with you to ensure a smooth onboarding experience, so your practice doesn’t miss a beat.
Go Live in as little as four weeks.
No downtime for your team.
Fast pay-back. Hit the ground running.

Ensure a smooth transition to FYI

We provide expert assistance to help you migrate your data, configure FYI and train your people. Be guided by our experienced onboarding team.
1 Migrate documents with historical filing details
2 Set up and configure FYI to suit your practice
3 eLearning courses and a live Q&A session to educate your team
Our Onboarding Guide covers everything you need to know

Our Services

Our Assisted Onboarding services can be scaled to match the size of your firm and the complexity of your data migration and project management needs.

Migration

Our experts will oversee the migration of your documents, with flexible filing options and a comprehensive audit built into the process.

Onboarding

We provide expert assistance to practices of all sizes to help you migrate your documents, configure FYI and train your team.

Support

We provide email support with industry-leading results, and access to a comprehensive knowledge base.
Powering leading accounting firms across Australia, New Zealand and the UK
The migration of documents and roll-out was efficient and cost-effective.  Our team jumped onto FYI from day one and it has been very seamless - we wouldn't go back!
The transition from MYOBAE to FYI was seamless, and the FYI team walked us through every step.”
This has been the easiest transition I have ever experienced in moving systems. You’ve done a great job in getting us prepared. 
SAM HORSMAN PARTNER
PJS FINANCIAL
REBECCA RAEBURN
TOOHEY REID
JOS PEMBERTON ADMINISTRATOR
AVID BUSINESS AGENCY 

Want us to develop an onboarding plan for your practice?

A free discovery meeting is the best place to start. Tell us about your practice so we can formulate a bespoke onboarding plan to meet your unique requirements.