FYI Training – Live Q&A

FYI Training & Live Q&A

This field is for validation purposes and should be left unchanged.
Run Time:   45 minutes

Welcome to FYI Training!

In this session, your Client Success Consultant will take you through some day-in-the-life scenarios using the core feature sets of FYI, applying what you’ve learned from completing FYI’s Learn Courses and putting it into practice. There will be dedicated time for Q&A, answered live to ensure you’re set up for success with FYI.

This webinar is designed for new users wanting to get the most out of their FYI platform.

Please note this webinar is not recorded, however, it does run on the first Tuesday every month.

Other Live Events

05 Nov
12:30 pm

Discover FYI | November 2026

Our quarterly webinar for accounting practices not yet using FYI. Discover our latest capabilities and see FYI can help your team work more efficiently.

Register Now >
29 Oct
12:00 pm

What’s New | October 2026

Our latest product update for FYI Clients showcasing some exciting new features, learning resources, and a look at our product roadmap to see what's on the horizon.

Register Now >
26 Oct
12:00 pm

Getting the Most out of FYI Series

Discover smarter ways to work in FYI with practical workflows that help your team save time, improve visibility and get more from the platform.

Register Now >
17 Nov
1:00 pm

Automation Workshop – Advanced

Welcome to FYI's Advanced Automation Workshop! A dedicated monthly workshop with a Client Success Consultant to import, configure, and activate a nominated automation for your practice.

Register Now >
10 Nov
1:00 pm

Automation Workshop – Foundations

Welcome to FYI's Automation Foundations Workshop! A dedicated monthly workshop with a Client Success Consultant to import, configure, and activate key automations for your practice.

Register Now >