Market-leading features that will transform your practice
Go live in minutes and manage the implementation process
in phases to ensure effective adoption across the practice.
Auto-Capture of Emails
Client emails are automatically filed centrally for your team, while private emails are ignored. This saves precious time, avoids manual saves and ensures every client email is captured.
Delegate tasks quickly and effectively – straight from the email or document you are working on. View outstanding tasks across the entire practice. Get notified when tasks are completed.
Display and maintain Xero Practice Manager jobs from within FYI, adding commentary to share with the team. File emails and documents and add tasks at a job level for easy access.
The core of our system is a robust document management platform. We store documents with enforced filing, a powerful audit system and all the controls you’d expect from a paperless office….and more!
We’ve made a traditional document management service even richer so that you can deliver the highest standard of client service. All interactions are captured so relevant insights are at your fingertips.
Search And Retrieval
Easily locate anything in a matter of seconds with our powerful search engine function. Leverage the power of metadata stored on every document to always find the information you are looking for.
Achieve the ultimate in automation across document creation, email communication and filing, shaving minutes off the time it takes to complete every client job.
FYI has been developed with the practice eco-system in mind. We are continually working with partners across the accounting industry to automate the capture and processing of documents from external apps.
FYI workflows enable the online review and approval of internal documents including a complete audit trail. Send documents to clients securely using FYI’s Collaborate automation.
Ready to improve your firm’s efficiency?
Join a live product demonstration webinar or start a 30-day free trial today.
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Prefer to read off-line or share details with a colleague?
Our PDF e-book will give you an overview of FYI.
Pricing to match your journey to full process automation
Evolve from novice to intermediate to pro FYI users
with free trial access to all features for your first 30 days.
Email & Task
Would you like to learn more about using FYI in your practice?
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