- Displaying Information for a Client
- Displaying Information for Client Groups
- Client Summary
- Client Settings
- Client Custom Fields
- Custom User Roles
- Client Contacts
- Client Jobs
- Client Tasks
- Client Documents
- Client Tax (Australia and New Zealand Only)
- Client Corporate Affairs (not displayed for UK sites)
- Client Activity
- Client Apps
- Client Processes and Process History
- Client Process History Checklist
- Client Collaborate
- Client Security
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