FYI allows Practices to:

• Automate the creation and filing of client emails
• Automate the creation and filing of documents
• Access the information you need in seconds
• Keep a record of every client interaction in one place
• Create and delegate tasks with ease
• Track jobs and time, in one place, simply and easily
• Review and approve documents
• Collaborate efficiently with your team and with clients
• Schedule recurring workflows
• Communicate with clients in bulk
• Automate routine, repetitive tasks

FYI is the next-generation of client-centric document management for accountants - in the cloud

• Secure fast and reliable hosting, with best-practice availability and back-ups
• Store everything in a single client-centric database - taking practice visibility to the next level
• Powerful search and retrieval tools to find what you need in a flash
• Email and document templates that merge data from your PM system, and from FYI
• File emails and documents to their associated XPM job, for a complete view of jobs and ease of retrieval.

• Deep integration with Outlook and Office - allows you to create a task, initiate a workflow or record time without leaving the email or document you are working on (on both desktop and web)
•  Auto-filing of client emails (and their attachments) - so they are immediately accessible to your team, even remotely
• File emails and documents to their associated XPM job, for a complete view of jobs and ease of retrieval.

FYI offers a variety of tools making it easy to manage every-day work more efficiently

• Co-edit documents with your team, and with clients. Multiple users can edit the same Word, Excel or PowerPoint document - even remotely.
• Share documents and folders with clients securely, without having to send sensitive documents via email. Instead, use OneDrive to send clients an email containing a link, with two-step verification to keep access secure. No separate login details required - clients login using their Microsoft 365 username and password, making it easy to use.
• Allow clients to upload documents - they will be auto-filed in FYI ready for use by the practice
• Create tasks that are linked to any email, document, phone call record or meeting note - even without leaving Office or Outlook.
• Use shared task lists to view outstanding tasks by person, job or client - or even practice-wide.
• Speed up the review and approval of documents with automated document workflows
• Integrate with any digital signing app of your choice - Annature, Adobe Sign, DocuSign, Fuse Sign
• Work with XPM jobs in FYI - updating job states via the Jobs List or kanban-style Jobs Board - and creating pre-populated timesheets in just a few clicks - automatically synced to XPM

FYI has a sophisticated automation engine

• Choose from a handful of sample processes that can be configured for your practice - eg auto-capture and file tax returns, client ledger reports, tax assessments, corporate documents etc.
• Automate any repetitive multi-step task across client service, marketing, admin or HR - control when automations run, and configure process steps to suit your practice.

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