Create and delegate tasks with ease
Add tasks to any email, document, phone call or meeting, and assign them to a member of your team, effortlessly.
- Outlook and Office integration means you don’t have to leave the email or document you are working on to allocate a task or share information
- Easily create a task for yourself or a team member and set priorities and deadlines
- Tasks can be created directly from an email in Outlook, or from a Word, PowerPoint or Excel document in Office
View task lists
- View outstanding tasks by client, or across the entire practice
- View a complete list of outstanding tasks assigned to you
- Helps track workload and efficiency of client service
- Ensures nothing falls between the cracks
Collaborate on tasks
- Delegators automatically notified when task completed
- Notifications received via the FYI Dashboard or email
- Add comments to tasks to assist in team collaboration
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FYI is changing the way accounting practices work – for the better!
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.
Director – Invigor8 Accountants and Advisors
God, I love this program!
Partner – Coverdale Business Solutions
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.
CEO/Director - Skinner Hamilton
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