CLIENTS

Take your client relationships to the next level

With a dedicated workspace for each client, and instant access to recent interactions and outstanding tasks, giving your clients the highest standard of service never felt so easy.

Single source of client information

  • Use Xero Practice Manager as your one source for client info
  • Clients, jobs and tax returns are imported into FYI and continuously synchronised
  • No need to maintain data in multiple locations

Instant access to recent emails, documents and interactions

The documents list in the Clients Workspace provides a contextual list of all emails, documents and interactions that have occurred for the client across the practice in reverse date order. This provides all users with a holistic view of recent documents and interactions for the client, helping to make better decisions and avoid mistakes.

Records meetings, phone calls and file notes

  • Use Xero Practice Manager as your one source for client info
  • Clients, jobs and tax returns are imported into FYI and continuously synchronised
  • No need to maintain data in multiple locations

Records meetings, phone calls and file notes

  • Capture all client interactions
  • Provide an accurate history of every client relationship

Work from a dedicated workspace for each client or family group

  • Dedicated client view improves productivity and ensures relevant information is readily available
  • Up-to-date summary of each client’s affairs – including recent emails, documents and outstanding tasks
  • Instant access to auto-filed tax returns from Xero Tax and reports from each client’s Xero Ledger
  • Navigate between a group, client and job view, to easily access relevant information

Automate your CRM tasks

  • Automatically capture client documents from external sources and file them consistently
  • Create custom processes to automate any repetitive CRM task
  • Deliver a consistently high standard of professional service
  • Manage client relationships effectively.

Want to see FYI in action?

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FYI is changing the way accounting practices work – for the better!

We have been a client of FYI since January 2019 and are delighted with the product and its evolving road map. The level of client service and responsiveness to enhancements has been impressive. FYI is certainly an industry leader and best practice solution.

Robert Moore

Director – Invigor8 Accountants and Advisors

God, I love this program!

Jeremy Coverdale

Partner – Coverdale Business Solutions

One of the biggest frustrations we have is people not finding procedures easily and filing documents in different places. FYI’s structured filing system solves these problems perfectly. Thanks for putting together such an awesome program.

Jason Skinner

CEO/Director - Skinner Hamilton

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