Events

We host a range of product demos, training webinars, workshops and more. There's something for everyone.

01 Jan
Live Events

Introduction to FYI

Want to see FYI in action? Join us for a walk-through of the platform and see how FYI makes a real difference to your workday.

01 Jul
Live Events

FYI Training – Live Q&A

FYI training for our new users, showcasing day-in-the-life scenarios using the core feature sets of FYI followed by live Q&A with one of our client success consultants.

Thursday
9-11am

The Automation Lounge

Welcome to FYI's Automation Lounge! A dedicated weekly space with a Client Success Consultant to talk all things automation for your practice.

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02 Sep
10:00 am

InRealLife 2025

Join us on the eve of Xerocon for an exclusive in-person event where FYI users come together to connect, configure, and automate like never before.

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01 Jul
12:00 pm

FYI Training – Live Q&A

FYI training for our new users, showcasing day-in-the-life scenarios using the core feature sets of FYI followed by live Q&A with one of our client success consultants.

Register Now >
Every Week

Introduction to FYI

Want to see FYI in action? Join us for a walk-through of the platform and see how FYI makes a real difference to your workday.

Register Now >

Why FYI?

Revolutionise your practice with seamless document management, productivity tools, job management, process automation, and practice management all in one place.

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Document Management

Learn how FYI automates the creation and filing of documents.

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Tasks and Comments

Learn how to delegate and manage tasks with ease with FYI.

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AI+Automation Webinar

Discover how AI and automation are reshaping accounting practices — today and into the future. In this webinar, we’ll cut through the hype to share real-world use cases, live demos, and practical steps to help your firm confidently embrace what’s next.

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Email Management

Learn how FYI automates the creation and filing of client emails.

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Collaborate with your Accountant

Learn how to access and navigate your portal and safely and securely share documents with your accountant.

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