FYI will transform your business for the better
Our market-leading platform has been developed to take your practice to a whole new level. By automating compliance and admin processes, and seamlessly integrating with partner apps across the accounting industry, you can ensure your firm runs smoothly and efficiently and achieves so much more.
Automate the creation and filing of client emails.
Automate the creation and filing of documents.
Search & Retrieval
Access the info you need in seconds.
Keep a record of every client interaction in one place.
Create and delegate tasks with ease.
Track all your WIP, simply and easily.
Review and approve documents in a flash.
Discover new ways to work together.
Work won’t feel like work with this level of automation.
We continually release new features that improve the FYI platform and boost your practice’s productivity.
Ready to improve your firm’s efficiency?
Join a live platform tour or start a 30-day free trial today.
Choose your level of automation
Evolve from FYI novice, to intermediate, to pro with a free, full feature 30-day trial.
Email & Task
Like to learn more about using FYI in your practice?
We’d love to help.