FYI

FYI is an online document management and automation engine, purpose-built for accountants in practice. FYI is on a mission to halve the time spent on compliance and administration through the automation of repetitive, highly predictable tasks.

About FYI

As a new breed of automated document management purpose-built for accountants, FYI's unique blend of online document management, automation and collaboration tools provides a modern alternative to legacy, desktop based software
 
FYI uses its sophisticated email and document management system as a gateway to powerful automations - and therefore time-savings - within your practice, allowing you to make significant improvements in productivity and client service.
 
With more than 7,500 users - and counting - FYI is changing the way practices think about document management!

FYI is deeply integrated with Xero Practice Manager, Office 365 and leading digital signing apps including Annature, Adobe Sign, DocuSign, Fuse Sign, saving time and enhancing collaboration.

FYI is the next-generation of client-centric document management for accountants - in the cloud

In a world quickly becoming accustomed to working remotely, FYI's native cloud solution allows practices to store documents in a single client-centric database - accessible anywhere any time.

It offers everything you'd expect from a traditional document management platform…..and more!
  • Secure fast and reliable hosting, with best-practice availability and back-ups
  • Store everything in a single client-centric database - taking practice visibility to the next level
  • Powerful search and retrieval tools to find what you need in a flash
  • Email and document templates that merge data from your PM system, and from FYI
  • File emails and documents to their associated XPM job, for a complete view of jobs and ease of retrieval.
Pushing the boundaries of traditional DM, FYI also provides:
  • Deep integration with Outlook and Office - allows you to create a task, initiate a workflow or record time without leaving the email or document you are working on (on both desktop and web)
  •  Auto-filing of client emails (and their attachments) - so they are immediately accessible to your team, even remotely
  • File emails and documents to their associated XPM job, for a complete view of jobs and ease of retrieval.

FYI offers a variety of tools making it easy to manage every-day work more efficiently

  • Co-edit documents with your team, and with clients. Multiple users can edit the same Word, Excel or PowerPoint document - even remotely.
  • Share documents and folders with clients securely, without having to send sensitive documents via email. Instead, use OneDrive to send clients an email containing a link, with two-step verification to keep access secure. No separate login details required - clients login using their Microsoft 365 username and password, making it easy to use.
  • Allow clients to upload documents - they will be auto-filed in FYI ready for use by the practice
  • Create tasks that are linked to any email, document, phone call record or meeting note - even without leaving Office or Outlook.
  • Use shared task lists to view outstanding tasks by person, job or client - or even practice-wide.
  • Speed up the review and approval of documents with automated document workflows
  • Integrate with any digital signing app of your choice - Annature, Adobe Sign, DocuSign, Fuse Sign
  • Work with XPM jobs in FYI - updating job states via the Jobs List or kanban-style Jobs Board - and creating pre-populated timesheets in just a few clicks - automatically synced to XPM

FYI has a sophisticated automation engine

  • Choose from a handful of sample processes that can be configured for your practice - eg auto-capture and file tax returns, client ledger reports, tax assessments, corporate documents etc.
  • Automate any repetitive multi-step task across client service, marketing, admin or HR - control when automations run, and configure process steps to suit your practice.

Contact Details

For more information on the features FYI has that will transform your business, visit their website or you can contact FYI with any queries you might have.

Software Showcase - FYI

James Robertson, Jacob Banner and Adam Ling discuss the FYI software, an online document management and automation engine purpose-built for accountants.

  • Store documents in the cloud
  • Collaborate more efficiently
  • Automate routine, repetitive tasks
  • Q&A

Useful Links

Useful Links

Want to find out more? Book a free live demo with FYI

Book a Live Demo
Downloadable Content

Downloadable Content

Ensure a smooth transition to FYI by downloading the Easy Onboarding guide

Learn More