Product
Why FYI
Proven Return on Investment
Security and Reliability
Easy Onboarding
Explore
Integrations
Elite
Features
Emails
Automate the creation and filing of client emails.
Documents
Automate the creation and filing of documents.
Search & Retrieval
Access the info you need in seconds.
Client Management
Keep a record of every client interaction in one place.
Tasks & Comments
Delegate and manage tasks with ease.
Job Management
Manage jobs the easy way.
Workflows
Review and approve documents in a flash.
Collaborate
Discover new ways to work with your team and clients.
Process Automation
Automate daily admin tasks and processes to save time.
Time & Billing
Track and bill your WIP, simply and easily.
Reporting
Your shortcut to customisable, automated insights.
Employee Management
Secure, discreet and automated employee management.
Services
Our Services
Onboarding
Our expert guidance ensures a smooth transition to FYI.
Migration
Migrate all kinds of data easily with zero downtime.
Consulting Services
Our consultants are here to help you leverage FYI's feature-rich platform.
Support
With email support and comprehensive resources, help is always at hand.
Resources
Resources
Automation Library
Ready-to-go automations for a range of processes used in practice.
Customer Stories
Hear what our customers have to say about FYI.
Events
We host a range of product demos, training webinars, workshops and more.
What’s New
Keep up to date with the latest and greatest time-saving features and automations.
White Papers
Unlock valuable insights and tools designed to elevate your practice.
Blog
News and insights from the FYI team.
FAQs
Your most common questions answered
Service Status
Check for updates on the FYI platform
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Contact Us
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Case Studies
Case Studies
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Hear what our customers have to say about FYI.
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Discover how networks are maximizing their investment with FYI.
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Input new engagement..
This is a demo form to show the perfect end to end client engagement...
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Step 1: Confirm Contact Details
Please review the existing contact details and update any that are out of date.
Contact name
*
Email
*
Address
Phone
City
Postcode
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Accounting software
Xero
MYOB
Quickbooks
Other
Preferred month to start
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Step 2: Review Engagement Details
Please review the following relating to the engagement for our services. Update any that are incorrect and then submit. We will then use these details to create an engagement letter for your final review and digital signature.
Services you are engaging us to provide
Year end
Bookkeeping
Management accounting
Engagement description
Entity to be invoiced
Entities included in this engagement
Quoted amount
Invoicing frequency
Monthly
On completion
Monthly invoice
First monthly invoice date
DD slash MM slash YYYY
Hidden
Prior budget
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Increase from last period
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First name
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Last name
Step 3: Submit Form
Following the submission of this form, our team will prepare an engagement agreement that will sent via email for you to digitally sign.
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New Business Enquiries
Ned Appleton
National Account Manager (Australia)
ned.appleton@fyidocs.com
Ian Walker
New Business Manager (Australia)
Ian.walker@fyidocs.com
Adam Ling
New Business Manager (New Zealand)
adam.ling@fyidocs.com
Jacob Vanner
New Business Manager (UK)
jacob.vanner@fyidocs.com
Integration Partners
Cassie Kaddatz
Product Manager
cassie.kaddatz@fyidocs.com
Head Office
1 Vardon Ave, Adelaide
South Australia, 5000
Australia
Phone 1300 212 767
Product
Why FYI
Proven Return on Investment
Security and Reliability
Easy Onboarding
Explore
Integrations
Elite
Features
Emails
Automate the creation and filing of client emails.
Documents
Automate the creation and filing of documents.
Search & Retrieval
Access the info you need in seconds.
Client Management
Keep a record of every client interaction in one place.
Tasks & Comments
Delegate and manage tasks with ease.
Job Management
Manage jobs the easy way.
Workflows
Review and approve documents in a flash.
Collaborate
Discover new ways to work with your team and clients.
Process Automation
Automate daily admin tasks and processes to save time.
Time & Billing
Track and bill your WIP, simply and easily.
Reporting
Your shortcut to customisable, automated insights.
Employee Management
Secure, discreet and automated employee management.
Services
Our Services
Onboarding
Our expert guidance ensures a smooth transition to FYI.
Migration
Migrate all kinds of data easily with zero downtime.
Consulting Services
Our consultants are here to help you leverage FYI's feature-rich platform.
Support
With email support and comprehensive resources, help is always at hand.
Resources
Resources
Automation Library
Ready-to-go automations for a range of processes used in practice.
Customer Stories
Hear what our customers have to say about FYI.
Events
We host a range of product demos, training webinars, workshops and more.
What’s New
Keep up to date with the latest and greatest time-saving features and automations.
White Papers
Unlock valuable insights and tools designed to elevate your practice.
Blog
News and insights from the FYI team.
FAQs
Your most common questions answered
Service Status
Check for updates on the FYI platform
Contact Us
Contact Us
Support
Case Studies
Case Studies
Customer Stories
Hear what our customers have to say about FYI.
Network Agreements
Discover how networks are maximizing their investment with FYI.
Pricing
Login
Contact Us
