Product Update | March 2023

Run Time:   60 mins

Our latest product update makes FYI an even more efficient online document management platform for accountants and bookkeepers. This 60-minute session covers some of our newest features, tips to help you get the most value out of FYI, and a look at our product roadmap to see what’s on the horizon.

Highlights include:

  • Create even more efficiencies with Task Templates
  • Tips for getting the most out of New Lists
  • Latest updates to help you maintain FYI and the integrity of your practice’s data
  • Learn how to get new users up and running with hands-on activities using sample clients
  • Coming soon, a look into New Collaborate and the product roadmap

For those short on time, you can read a recap here.


CEO & Co-Founder

Rob is a Chartered Accountant with experience working in suburban practices, and larger firms. He also spent five years at MYOB where he led the global product strategy for accountants. FYI is the fourth generation of a product concept Rob has been working on in his 20+ years developing document management solutions for accountants.


New Business Manager

Adam is a Chartered Accountant with more than 8 years working in the profession where he specialised in cloud-based systems. He is a part of our New Business Team to ensure all FYI clients know what makes FYI unique, and their questions are answered