See FYI in action
Register for a live platform tour to learn how you could be using FYI in your firm.
There’s no obligation. We just love showing you what FYI can do!
See how you could be using FYI to…
- Auto-file client emails from Outlook
- Find information in just a few clicks
- Work from shared client workspaces
- Use email and document templates
- Review and approve documents
- Send documents to clients securely
- Co-edit documents with clients
- Automate processes across your practice
Can’t make it to a live demo?
Enter your details below to watch some highlights from a recent platform tour.
See why leading accounting firms use FYI
What our customers are saying
“FYI was the missing piece to our tech stack puzzle. It provides us with what we need from a document management system, plus a lot more.”
“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.”
“Having FYI right now to help manage Job Keeper requirements is making my life waaaaay easier”
"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."
"FYI’s jobs board will completely transform the way we manage our workflow, reports and meetings. It’s a real game changer!"
"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."
"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"
"Thanks for the demo this morning, Chris. I’ve been waiting a long time for this – best Christmas present ever!"
“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.”
“God, I love this program!”
Like to learn more about using FYI in your practice?
We’d love to help.