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.
Automate the creation and filing of documents.
Search & Retrieval
Access the info you need in seconds.
Keep a record of every client interaction in one place.
Create and delegate tasks with ease.
Track all your WIP, simply and easily.
Review and approve documents in a flash.
Discover new ways to work together.
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.
We have been a client of FYI since January 2019 and are delighted with the product and its evolving road map. The level of client service and responsiveness to enhancements has been impressive. FYI is certainly an industry leader and best practice solution.
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. No question I asked was too hard or too silly. We have been using FYI for a week and the time saved already outweighs the initial costs.
Like to learn more about using FYI in your practice?
We’d love to help.