What’s New at FYI

Product Update | March 2023 - UK

If you can't attend the sessions, register anyway to receive the recording.

Time: 08 March 2023 |  10am GMT

Run Time: 60 minutes


Our latest product update makes FYI an even more efficient online document management platform for accountants and bookkeepers. This 60-minute session covers some of our newest features and tips to help you get the most value out of FYI.

Part 1: What’s New

See how easy it is to create even more efficiencies with Task Templates, hear our tips for getting the most out of New Lists, learn the latest updates for maintaining FYI and the integrity of your practice’s data.

Part 2: Keep getting more out of FYI

Learn how to get new users up and running with hands-on activities using sample clients. And as always, we’ll share our very latest on automations and integrations.

Part 3: What’s Coming

Get a sneak peek into our roadmap, including the latest on Collaborate 2.0.

Can’t make the live session? Register anyway, and we will send you a recording to watch in your own time.

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.

Meg Garlick

Client Success Consultant

Meg is an accounting tech implementation consultant, with over 7 years of industry experience. Working with sole practitioners up to the top 100, specialising in business process review through implementing Practice Management and Document Management platforms. Meg is a Client Success Consultant at FYI, ensuring successful onboarding for our customers.

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