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FYI
Legacy Collaborate
Sharing Folders via Collaborate
Sharing Folders via Collaborate
Introducing Shared Folders to your Clients and Sample Email for Practices
Sharing the Share Folder with the Client
Sharing the Upload Folder with the Client
How the Client accesses the Shared Folders
Removing Access to the Share Folder and Upload Folder
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Round-up of new features, fixes, and other important announcements.
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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Automation Library
Ready-to-go automations for a range of processes used in practices.
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