Ready to get the power of FYI
working for you?
A discovery meeting is the first step in developing
an onboarding plan for your practice.
Ensure a smooth transition to FYI
Our proven approach to implementation makes it easy to migrate your data,
configure FYI for your practice and train your team.
Go Live in as little
as 4 weeks
for your team
Migrate documents with historical filing details
Want to learn more about our onboarding process?
Our Implementation Guide covers everything you need to know.
Transition to FYI with guidance from an FYI Onboarding Specialist. Includes data migration, set-up and configuration of FYI to suit your practice, and training for both admins and users.
Priced from $1,500
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.
“The transition from MYOBAE to FYI was seamless
and the FYI team walked us through every step.”
Rebecca Reaburn – Toohey Reid
Migrate your historical documents to FYI
Enjoy a seamless transition to FYI, with no loss of data and no need to work within two systems. In most instances, we can extract data such as client, year, document name, type, date created and date modified. Depending on your legacy system, we may also be able to migrate the client group, cabinet and work type for each document – and more.
- Over 60 million documents migrated to FYI
- Tried and tested migration routines.
- Replicate existing filing structures or create new
- Migrate client and non-client files
- No downtime = no loss of billable hours
Data that can be migrated to FYI.
Configure FYI to suit your practice
Your Onboarding consultant will guide you through the initial setup and configuration of FYI to suit your practice. Training for administrators will ensure your practice gets the full benefits from FYI’s existing features and evolving process automation.
Initial Setup and Configuration
- Filing Cabinets and Categories
- User Groups and Active Users
- Templates and Stationery
- Integrations and Automations
Training for Administrators
- Managing Templates and Stationery
- Practice Settings
- Automating your Practice
Training to help your team hit the ground running
Our onboarding services include live group training for both users and administrators – customised to suit your team and practice. Our specialists can provide guidance on how to use FYI for your unique work processes and procedures.
Building your Foundations
- Navigating FYI
- Learning the Essentials
- Finding Information in FYI
- Document Management Fundamentals
- Filing Emails from Outlook
“This has been the easiest transition that I have ever experienced in moving systems. You have done a great job in getting us prepared. Our staff are now using FYI and really love it.”
Jos Pemberton – Avid Business Agency
Help when you need it
Ongoing email support is included in your monthly subscription. For complicated issues, we initiate outbound calls.
Our implementation partners are here to help
Interested in learning more?
Read our answers to frequently asked questions related to getting started, onboarding, data security and migration.