DOCUMENTS

Automate the creation and filing of documents

Imagine how productive you’ll be when you can access practice templates with merge fields, file documents and assign tasks, all without leaving Word, Excel, or PowerPoint?

Auto-create documents with ease

  • Documents automatically pre-filed at point of creation
  • Seamless access to practice templates with merge fields
  • Leverage client information from Xero Practice Manager

Powerful add-ins across the Office Suite

  • Seamless creation and filing of documents
  • Access key FYI features from within Word, Excel and PowerPoint
  • Edit Office documents on your desktop or in your browser

Practice stationery and document templates

  • Apply templates and stationery to standard letters and emails
  • Templates can be maintained and controlled by admins
  • Merge data to improve productivity and quality control

Seamless check-in/check-out

  • Ensure that two users never make simultaneous edits
  • Manually check documents back in – with protections in place
  • Avoid data loss, duplication errors and conflicts and save time

Versioning and audit trails

  • Maintain a history of all major events on a document – including versions
  • Provide a restore point on complicated documents
  • Will become even more important when AutoFile extends to other platforms

Want to see FYI in action?

Join a live platform tour and let us show you how it all works.

FYI is changing the way accounting practices work – for the better!

  • God, I love this program!

    Jeremy Coverdale Partner - Coverdale Business Solutions
  • FYI combines email, workflow processing, task management, customer relationship management and more. It will be exciting to watch the progress on this one.

    Alan Fitzgerald Founder – Practice Connections
  • 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.

    Jason Skinner CEO/Director - Skinner Hamilton
  • FYI blew me away. It’s more than a document management solution …..it’s a way of re-casting all of your processes internally and automating them. And it’s an absolute game-changer.

    Rob Stone Director of Operations - Asia & Australia at Xero
  • 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!

    Sam Horsman Principal - PJS Financial
  • 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.

    Rebecca Reaburn Personal Assistant to Stephen Toohey – Toohey Reid
  • FYI’s jobs board will completely transform the way we manage our workflow, reports and meetings. It’s a real game changer!

    Adam Wilson Partner – Wilson Accounting
  • "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."

    Alistair Scanlon Partner - Scanlon Richardson Accounting
  • “Having FYI right now to help manage Job Keeper requirements is making my life waaaaay easier”

    Andrew Van de Beek Founder, Illumin8
  • “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.”

    Bill Mancer Director, Rise Accountants Limited

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