Events

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

23 Oct
Live Events

Timeless Templates & Proactive Automations

Join the Client Success team to learn how to establish foundations with timeless templates and build proactive automations that help you to sustainably scale your practice.

09 Oct
Live Events

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.

07 Oct
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.

23 Oct
12:00 pm

Timeless Templates & Proactive Automations

Join the Client Success team to learn how to establish foundations with timeless templates and build proactive automations that help you to sustainably scale your practice.

Register Now >
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.

Register Now >
07 Oct
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.

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Why FYI?

Revolutionise your practice with integrated document & job management.

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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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Elite Feature Walkthrough

Unlock seamless workflows—from effortless time & billing to real-time reporting, streamlined HR and unified client maintenance with FYI Elite.

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FYI Elite – Employee Management Feature Walkthrough

Simplify staff management with automated onboarding, secure access controls and centralised employee data—built right into FYI Elite.

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FYI Elite – Reporting Feature Walkthrough

Bring your practice data to life with refreshable Excel reports, real-time dashboards and automated insights—all powered by FYI Elite.

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FYI Elite – Time and Billing Feature Walkthrough

Track time effortlessly and streamline billing with auto-generated timesheets, real-time WIP, and invoicing—powered by FYI Elite.

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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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