Automate the creation and filing of client emails

Create client emails with ease using templates with rich text and merge fields. Automatically file them without leaving Outlook, saving to a central client file that's accessible to approved users.

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

Auto-create emails

  • 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!

  • FYI’s email integration is the easiest that I have ever used. Transferring our files onto the platform was easy and we have been pleased with the instant access to records and use of templates for standard letter and email generation.

    Bill Mancer Director - Rise Accountants Limited 
  • God, I love this program!

    Jeremy Coverdale Partner - Coverdale Business Solutions
  • FYI combines email, workflow processing, task management, customer relationship management and more. It will be exciting to watch the progress on this one.

    Alan Fitzgerald Founder – Practice Connections
  • 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
  • FYI blew me away. It’s more than a document management solution …’s a way of re-casting all of your processes internally and automating them. And it’s an absolute game-changer.

    Rob Stone Director of Operations - Asia & Australia at Xero
  • Changing document management systems was a huge call for our practice.  It wasn't until we came across FYI that we were able to make the right decision. The roll out and migration of documents was both efficient and cost effective.  Our team jumped on it from day one and it has all been very seamless and efficient - we wouldn't go back!

    Sam Horsman Principal - PJS Financial
  • The transition from MYOBAE to FYI was seamless and the FYI team walked us through every step. We have been using FYI for a week and the time saved already outweighs the initial costs.

    Rebecca Reaburn Personal Assistant to Stephen Toohey – Toohey Reid
  • FYI’s jobs board will completely transform the way we manage our workflow, reports and meetings. It’s a real game changer!

    Adam Wilson Partner – Wilson Accounting
  • "FYI has been a huge boon for our practice given the challenges around COVID. We are comfortably able to send the majority of our staff to work from home thanks to your great software."

    Alistair Scanlon Partner - Scanlon Richardson Accounting
  • “Having FYI right now to help manage Job Keeper requirements is making my life waaaaay easier”

    Andrew Van de Beek Founder, Illumin8
  • “FYI’s email integration is the easiest that I have ever used. Transferring our files onto the platform was easy and we have been pleased with the easy access to records and use of templates for standard letter and email generation.”

    Bill Mancer Director, Rise Accountants Limited

Ready to improve your firm's productivity?

Start a 30-day free trial today.