Best Practice Filing Masterclass (Dec 2019)

This Masterclass introduces our recommended approach to best practice filing and provides an update on new features introduced in December 2019.

Watch the 60-minute webinar recording to learn how to get the most out of FYI by:

• Applying our best practice approach to filing
• Using job-based filing
• Using document tags

The product update at the end of the masterclass covers recent enhancements in the following features:

• Search and Retrieval - improving how easy it is to find documents
• Email Management - allowing users to create and edit draft emails for another user to send
• Tax Assessments
• Custom Processes

Masterclass Handouts

The masterclass hand-outs provide quick access to key information covered in the webinar, including handy tips and links to relevant help articles.

Click here to download.

Best Practice Filing Matrix

Our best practice filing matrix provides a detailed breakdown of recommended cabinets, content and categories. Larger, more diversified firms may wish to consider the addition of Tags, particularly for complex Client Groups.

Click here to download the matrix. 

Please reach out to our support team if you have any questions about best practice filing.