It's time to take your firm's document management to a new level! Learn how to leverage FYI's document workflow functionality to deliver high-quality documentation, every time.
This 60-minute Masterclass will cover how to:
FYIDOCS.COM
Enhancing your Workflows
WEDNESDAY 24 Jun | 12:30pm AEST
configure FYI to benefit from document workflows
collaborate internally on documents, from draft to approval
leverage document workflow to trigger automations
We'll also provide a platform update showcasing some of FYI's newest features and enhancements.
DON'T MISS OUT!
Reserve your spot today
YOUR HOSTS
ROB CAMERON
Rob is a Chartered Accountant with experience working in suburban practices and larger firms, and at MYOB where he led the global product strategy for accountants. FYI is the fourth generation of a product concept Rob has been working on in his 20+ years developing document management solutions for accountants.
JACK THIEL
Jack is a Chartered Accountant with more than 5 years working in practice and a passion for SaaS technology. Jack leads FYI's Client Success team to ensure our clients are utilising the platform's many features to save time, improve efficiencies and get maximum ROI.
THE WORLD'S MOST AUTOMATED
DOCUMENT MANAGEMENT PLATFROM
