OVERVIEW
FYI will transform your business for the better
Our market-leading platform has been developed to take your practice to a whole new level. By automating compliance and admin processes, and seamlessly integrating with partner apps across the accounting industry, you can ensure your firm runs smoothly and efficiently and achieves so much more.
Automate the creation and filing of client emails.
Documents
Automate the creation and filing of documents.
Search & Retrieval
Access the info you need in seconds.
Clients
Keep a record of every client interaction in one place.
Tasks
Create and delegate tasks with ease.
Jobs
Track all your WIP, simply and easily.
Workflow
Review and approve documents in a flash.
Collaboration
Discover new ways to work together.
Process Automation
Work won’t feel like work with this level of automation.
We continually release new features that improve the FYI platform and boost your practice’s productivity.
Ready to improve your firm’s efficiency?
Join a live platform tour or start a 30-day free trial today.
Let’s Talk!
Like to learn more about using FYI in your practice?
We’d love to help.