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To begin, you will need;

Xero Practice Manager

Integration with your practice XPM is required to complete the trial set up. You will need to be an XPM Administrator to generate an FYI API key.

Copy it to use in setting up your FYI trial account.

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Microsoft 365

FYI is deeply integrated with Office 365 to deliver automation such as email auto-filing. Microsoft 365 Business Standard is the minimum plan required. For security and convenience, your Windows username and password are used to login to FYI.

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