Learn how to prepare and distribute client communication using the full functionality of FYI.
MASTERCLASS
Outbound Client Correspondence
Thursday, 23rd January | 12.30pm AEST
Modernise your mail register, leveraging metadata in FYI
Move documents within your team efficiently, from draft to review and approval.
Send documents to clients for e-signing via Adobe Sign and DocuSign
Send documents via email (including bulk mail merge!)
DON'T MISS OUT!
Reserve your spot today
Featured Speakers
Masterclass hosted by:
Rob Cameron
CEO and Co-Founder,
FYI
FYI
FYI is the fourth generation of a product concept Rob has been working on in his 20+ years developing solutions for accountants.
Jack Thiel
Client Success Manager, FYI
Jack is a Chartered Accountant with 5+ years working in practice and a passion for SaaS technology.
