Automate the creation and filing of client emails
Create client emails with ease using templates with rich text and merge fields. Automatically file them without leaving Outlook, saving to a central client file that's accessible to approved users.
Auto-file client emails and attachments
- Emails that match a client in Xero Practice Manager are auto-filed in FYI
- Filing defaults can be set at a user, client, or practice level
- Auto-file attachments – avoids the need to save to desktop and upload
- Emails in a conversation thread are automatically linked together in your filing system – so you have instant access to the most recent email
- Save valuable time – especially for those who receive 50+ client emails a day!
File emails centrally for the entire practice
- Store all your client emails in a central database
- Seamlessly apply consistent filing rules
- Access rights to cabinets can be assigned to multiple users
- View recent emails by client, group or job
- Use email templates to create standard emails in seconds using rich text and merge fields
- Dramatic time savings, as users don’t have to create bespoke emails for repetitive client communications
- Use the FYI Drawer to delegate tasks, add comments for your team or initiate an internal workflow without leaving the email you are working on
Auto-file client meetings
- Client meetings automatically imported from Outlook Calendar and filed in FYI
- Ensures your client files include meetings
- Client meetings shared with the entire team without any manual effort
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FYI is changing the way accounting practices work – for the better!
God, I love this program!
FYI combines email, workflow processing, task management, customer relationship management and more. It will be exciting to watch the progress on this one.
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.
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.
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!
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.
FYI’s jobs board will completely transform the way we manage our workflow, reports and meetings. It’s a real game changer!
"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."
“Having FYI right now to help manage Job Keeper requirements is making my life waaaaay easier”
“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.”
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