Find what you need in an instant
Conveniently file and instantly locate all the emails, documents and client interactions you can think of in one platform.
Cloud storage of all your documents
- Store all your emails, documents and client interactions in a single client-centric database
- Information is stored using consistent filing rules
- Your entire team can work from one dedicated client workspace
- Access emails and documents by client, group or job
- Store documents in a way that reflects your division of operations
- Configurable to suit your practice
- Access rights to Cabinets allow users to work conveniently inside their group
- Security ensures users don’t see documents they are not entitled to
Search, sort and filter
- Find anything you have permission to access – using a combination of search words
- Filter and sort the database to retrieve documents effectively – even in large document stores
- Locate documents in cabinets the same way you do in Windows Explorer folders
- Combine metadata, filters, sorts and column layouts, to give a precise list of documents
- Views such as Recent, Incomplete or Unsent Documents put specific documents at your fingertips
- Custom views allow you to save any search criteria, column order and filter on any list
- Share view options with users across your practice
- Store practice templates and other non-client documents in knowledge cabinets
- Easily searched by your team
- Boost productivity and consistency
- Maintain quality control with the choice of edit rights to each document
Want to see FYI in action?
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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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