Discovery Meeting

A Discovery meeting is the first step in developing an onboarding plan for your practice. Each practice is entitled to one Discovery meeting with FYI’s Client Success Team at no cost. This allows us to learn about your practice and recommend an onboarding strategy to suit your unique requirements.

The Discover Meeting will allow us to discuss:

1. Our onboarding process
2. Your practice today    
   • number of users
   • where your documents are currently stored
   • your current filing structure
   • any unique requirements eg. non-client files
3. Your transition to FYI
   
   • Pre-requisites: Office 365 and Xero Practice Manager
   • How much data you want to migrate to FYI
   • Your preferred filing structure in FYI
   • Your preferred go-live date 
4. Pricing for FYI’s assisted onboarding services
5. Recommended next steps

For more information on each item that we will cover you can download a full meeting agenda 

For FAQ’s related to onboarding refer to your onboarding questions answered

Booking your Discovery Meeting

Your Discovery Meeting can be booked via the Onboarding Workspace.