Product
Why FYI
Proven Return on Investment
Security and Reliability
Easy Onboarding
Integrations
Explore Integrations
Features
Emails
Automate the creation and filing of client emails.
Documents
Automate the creation and filing of documents.
Search & Retrieval
Access the info you need in seconds.
Client Management
Keep a record of every client interaction in one place.
Tasks & Comments
Delegate and manage tasks with ease.
Jobs & Time
Manage jobs and record time the easy way.
Workflows
Review and approve documents in a flash.
Collaborate
Discover new ways to work with your team and clients.
Process Automation
Automate daily admin tasks and processes to save time.
Services
Our Services
Onboarding
Our expert guidance ensures a smooth transition to FYI.
Migration
Migrate all kinds of data easily with zero downtime.
Support
With email support and comprehensive resources, help is always at hand.
Customer Stories
Resources
Resources
Automation Library
Ready-to-go automations for a range of processes used in practice.
Customer Stories
Hear what our customers have to say about FYI.
Events
We host a range of product demos, training webinars, workshops and more.
What’s New
Keep up to date with the latest and greatest time-saving features and automations.
Blog
News and insights from the FYI team.
FAQs
Your most common questions answered
Service Status
Check for updates on the FYI platform
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Team Details
Update team details using this form.
Operations
Requester Details
Requester
First Name
Last Name
Email Address
Requesting Team
Client Success
Engineering
Marketing
Operations
Product
Sales
Support
Request Type
Additional Staff
Equipment Purchase/replacement
Subscription Request
Position Available
Candidate Details
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Last Name
Email Address
Role
Region
Australia
New Zealand
United Kingdom
Canada
US
Philippines
India
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Team
Client Success
Engineering
Marketing
Operations
Product
Sales
Support
Employee Details
First Name
Last Name
Personal Email Address
Date of Birth
DD slash MM slash YYYY
Mobile Phone
Employee Address
Employment
Start Date
DD slash MM slash YYYY
Ordinary hours of work:
Bank Account Name
BSB
Bank Account Number
Superannuation Fund Name
Superannuation Member Number
Emergency Contact
Name
Relationship
Phone Number
Email
Operations
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New Business Enquiries
Ned Appleton
National Account Manager (Australia)
ned.appleton@fyidocs.com
Ian Walker
New Business Manager (Australia)
Ian.walker@fyidocs.com
Adam Ling
New Business Manager (New Zealand)
adam.ling@fyidocs.com
Ian Cooper
Head of UK Operations
ian.cooper@fyidocs.com
Jacob Vanner
New Business Manager (UK)
jacob.vanner@fyidocs.com
Integration Partners
Cassie Kaddatz
Product Manager
cassie.kaddatz@fyidocs.com.au
Head Office
1 Vardon Ave, Adelaide
South Australia, 5000
Australia
Phone 1300 212 767
Product
Why FYI
Proven Return on Investment
Security and Reliability
Easy Onboarding
Integrations
Explore Integrations
Features
Emails
Automate the creation and filing of client emails.
Documents
Automate the creation and filing of documents.
Search & Retrieval
Access the info you need in seconds.
Client Management
Keep a record of every client interaction in one place.
Tasks & Comments
Delegate and manage tasks with ease.
Jobs & Time
Manage jobs and record time the easy way.
Workflows
Review and approve documents in a flash.
Collaborate
Discover new ways to work with your team and clients.
Process Automation
Automate daily admin tasks and processes to save time.
Services
Our Services
Onboarding
Our expert guidance ensures a smooth transition to FYI.
Migration
Migrate all kinds of data easily with zero downtime.
Support
With email support and comprehensive resources, help is always at hand.
Customer Stories
Resources
Resources
Automation Library
Ready-to-go automations for a range of processes used in practice.
Customer Stories
Hear what our customers have to say about FYI.
Events
We host a range of product demos, training webinars, workshops and more.
What’s New
Keep up to date with the latest and greatest time-saving features and automations.
Blog
News and insights from the FYI team.
FAQs
Your most common questions answered
Service Status
Check for updates on the FYI platform
Contact Us
Contact Us
Support
Pricing
Login
Contact Us
