TASKS

Create and delegate tasks with ease

Add tasks to any email, document, phone call or meeting, and assign them to a member of your team, effortlessly.

Create tasks

  • Outlook and Office integration means you don’t have to leave the email or document you are working on to allocate a task or share information
  • Easily create a task for yourself or a team member and set priorities and deadlines
  • Tasks can be created directly from an email in Outlook, or from a Word, PowerPoint or Excel document in Office

View task lists

  • View outstanding tasks by client, or across the entire practice
  • View a complete list of outstanding tasks assigned to you
  • Helps track workload and efficiency of client service
  • Ensures nothing falls between the cracks

Collaborate on tasks

  • Delegators automatically notified when task completed
  • Notifications received via the FYI Dashboard or email
  • Add comments to tasks to assist in team collaboration

Want to see FYI in action?

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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 …..it’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

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