Everything you need to know when onboarding, including Getting Started Guides you can download and Video Tutorials
Ensure that every email in or out of your practice is hitting the client file
Take your practice paperless and improve your management of client relationships
Search and Retrieval
Locate documents in seconds using views, sorts and filters to get the full power of metadata and search.
Display and maintain Xero Practice Manager Jobs, and file FYI documents against these
Tasks and Comments
Learn how to use FYI Tasks and Comments including notification, Task delegation and tracking.
Configure FYI for your practice, including Set up, App Integrations, Templates and Migration.
Configure and activate automated processes to save time spent on repetitive tasks.
Check here for answers to Frequently Asked Questions
FYI is regularly deploying updates to enhance the product. Details of each release, big or small, can be found in the...