- What time does FYI process Refiling requests?
- FYI Migrate FAQs
- FYI Migrate Errors
- Can we import our existing documents to FYI?
- Can I import historical emails from Outlook into FYI?
- Why can I not find migrated documents?
- How do I resolve clients that don't match to FYI on import?
- Can I setup FYI with only Xero Tax, or do I need Xero Practice Manager?
- How do I move from an email such as Gmail to Outlook?
- Does FYI have MS Office Add-ins for Mac OSX?
- With a four-digit client code, is there an issue if a client code happens to be a number that is used when matching the year of documents?
- Why are imported migration documents showing the Modified On date to be a future year?
Help Centre
/hc/en-us/categories/360001063892-Getting-Started
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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/hc/en-us/categories/360003063191
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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/hc/en-us/categories/360000958432
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
new collaborate, automation, merge fields, in tray, sync