Automate the creation and filing of your client emails
Breathe a big sigh of relief, as you can now create client emails with ease and automatically file them without even having to leave Outlook. Plus, with pre-approval, anyone in your practice can access them from the client file.
Auto-file client emails and attachments
- Emails that match a client in Xero Practice Manager are auto-filed in FYI
- Filing defaults can be set at a user, client, or practice level
- Auto-file attachments – avoids the need to save to desktop and upload
- Emails in a conversation thread are automatically linked together in your filing system – so you have instant access to the most recent email
- Save valuable time – especially for those who receive 50+ client emails a day!
File emails centrally for the entire practice
- Store all your client emails in a central database
- Seamlessly apply consistent filing rules
- Access rights to cabinets can be assigned to multiple users
- View recent emails by client, group or job
- Use email templates to create standard emails in seconds using rich text and merge fields
- Dramatic time savings, as users don’t have to create bespoke emails for repetitive client communications
- Use the FYI Drawer to delegate tasks, add comments for your team or initiate an internal workflow without leaving the email you are working on
Auto-file client meetings
- Client meetings automatically imported from Outlook Calendar and filed in FYI
- Ensures your client files include meetings
- Client meetings shared with the entire team without any manual effort
Want to see FYI in action?
Join a live platform tour and let us show you how it all works.
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.
Director – Invigor8 Accountants and Advisors
God, I love this program!
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.
CEO/Director - Skinner Hamilton
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