Browse by Feature

• Emails
  Automatically capture and file client emails. Store centrally for the practice. Use email templates and more.
• Documents
  Automate the creation and filing of documents. Use templates and powerful add-ins across the Office suite.
• Search and Retrieval
  Locate your documents in seconds using views, sorts and filters to get the full power of metadata and search.
• Clients
  Work from a dedicated client workspace to view documents, jobs, tasks and automations related to a client or group.
• Tasks and Comments
  Create, delegate and view tasks. Notifications when tasks are completed. Use Comments for questions and commentary.
• Jobs and Time
  Display and maintain XPM jobs within FYI. File documents at a job level. Add commentary and tasks. Add time.
• Workflows
  Enable the review and approval of emails and documents. Assign approval authority to partners or managers.
• Legacy Collaborate
  Share documents and folders securely with clients using OneDrive.
• New Collaborate
  Collaborate with your clients. Share documents and folders securely in a dedicated client portal on SharePoint.
• Process Automation
  Use time-saving automations across document creation, import, filing, email communication and more!
• Apps and Integrations
  Connect FYI to your favourite apps.