Yes, there are two pre-requisites for using FYI in your practice.
Firstly, FYI is deeply integrated with Microsoft 365 to deliver email and document automation. Microsoft 365 Business Standard is the minimum license required to be able to edit documents from FYI using the desktop versions of Office or Outlook. We cannot guarantee optimal performance if you are using volume licensed Office products.
Secondly, integration with your practice management software allows you to sync your practice data with FYI and avoid having to maintain data in multiple locations. Connect with Xero Practice Manager to sync your clients, client groups, team, jobs, and timesheets. You can set up FYI using Xero Tax – but in this instance, FYI will only sync your Clients. Alternatively, you can connect GreatSoft, MYOB AE or Reckon APS to FYI.