Product Update | March 2023
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.
- 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.