Getting the Most Out of FYI

Run Time:   45 mins


Session 1 – Tuesday 22nd November 10AM GMT

Session 2 – Tuesday 29th November 10AM GMT

Session 3 – Tuesday 6th December 10AM GMT


Introducing our ‘Getting the Most out of FYI’ series, designed for practices to take productivity to the next level, recover more time and concentrate on work that adds more value.

This 3-part workshop style series will provide step by step best practice on how to leverage FYI’s productivity tools to manage work with maximum efficiency.

In this series, we will cover:

  • Session 1:  Emails that file themselves
    We’ve listened to your feedback and revolutionised our Email AutoFile engine with flexible solutions to suit your practice. Explore how you can save up to 21 minutes per day per user and automatically file 70% of your email correspondence. In the first session of the series, we’ll take you through our best practice for Email AutoFile settings and get you #lightspeed with your emails.
  • Session 2:  Make your practice more productive
    Are you ready to enhance your productivity? The second session of the series is designed to help you achieve #maximumefficiency by leveraging FYI’s productivity tools in your practice. Our team will deliver step by step tips, tricks, and instructions that you can immediately put into practice to make your whole practice more responsive.
  • Session 3:  Automate to save hours on routine work
    We’ll get you started with our automation tools and save your practice hours by automating low value, routine tasks. The last session of our 3-part series is designed to help you leverage FYI’s automation engine and #automate repetitive work for your practice.
    To get the most out of this session you will need to ensure you’re across the fundamentals of this feature, we recommend reviewing the Getting Started with Automations Guide.

If you can’t make the live events, register to receive the resources post-event including the webinar recordings.

Ian Cooper

Head of UK

Ian brings over 20 years of experience helping practices get the most out of their IT investment. Having worked with firms of all sizes from sole practitioners through to the Top4, Ian brings a deep understanding of Document and Practice Management platforms.

Jacob Vanner

New Business Manager

Jacob is a Chartered Accountant with more than 5 years of working in the profession. Prior practice experience helps Jacob relate to accountants’ pain points today and understand how FYI can provide a solution.  He is a part of our New Business Team to ensure all FYI clients know what makes FYI unique, and their questions are answered.

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