Platform Tour Highlights
Run Time: 20 mins
Watch edited highlights from a recent platform tour.
Learn how to:
- Store documents in a client-centric database in the cloud
- Leverage client data from your practice management software
- Spend less time filing
- Delegate tasks and manage to-do lists
- Create documents quickly and easily
- Manage Xero Practice Manager Jobs from within FYI
- Automate workflows and processes
- Collaborate with your clients
- Auto-create time sheets, synced to Xero Practice Manager
For a more in-depth and up-to-date tour, including the latest features and best practices, connect with our team of Practice Specialists and book a live demo.