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.

05 Nov
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.

15 Oct
1:00 pm

Exclusive NZ Webinar

Join our webinar to explore how FYI can help transform your practice and address the unique needs of Kiwi accountants.

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05 Nov
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 >

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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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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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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