What’s New at FYI

Time: 02 March 2023 |  12pm AEDT

Run Time: 60 minutes


Our latest product update makes FYI an even more efficient online document management platform for accountants and bookkeepers. This 60-minute session covers some of our newest features and tips to help you get the most value out of FYI.

Part 1: What’s New

See how easy it is to create even more efficiencies with Task Templates, hear our tips for getting the most out of New Lists, learn the latest updates for maintaining FYI and the integrity of your practice’s data.

Part 2: Keep getting more out of FYI

Learn how to get new users up and running with hands-on activities using sample clients. And as always, we’ll share our very latest on automations and integrations.

Part 3: What’s Coming

Get a sneak peek into our roadmap, including the latest on Collaborate 2.0.

Can’t make the live session? Register anyway, and we will send you a recording to watch in your own time.


CEO & Co-Founder

Rob is a Chartered Accountant with experience working in suburban practices, and larger firms. He also spent five years at MYOB where he led the global product strategy for accountants. FYI is the fourth generation of a product concept Rob has been working on in his 20+ years developing document management solutions for accountants.


New Business Manager

Adam is a Chartered Accountant with more than 8 years working in the profession where he specialised in cloud-based systems. He is a part of our New Business Team to ensure all FYI clients know what makes FYI unique, and their questions are answered

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