Getting the Most out of FYI Series

Run Time:   20 minutes

Our popular Getting the Most out of FYI webinar series is back, reimagined to deliver more value in just 20mins with dedicated Q&A.

Across five focused sessions, discover smarter ways to tackle everyday practice challenges, cut admin time and get more from FYI.

  • Session 1: Turn Client Emails into Action – 19th October 2026
    Automatically file emails, create Tasks from correspondence and give your team shared visibility.
  • Session 2: From Draft to Approval – 26th October 2026
    Create, collaborate, review and approve documents in one connected workflow.
  • Session 3: Share Client Documents Securely – 2nd November 2026
    Use attachments, Secure Link and Collaborate to make document sharing simple and secure.
  • Session 4: Stay on Top of Client Work – 9th November 2026
    See priorities, spot bottlenecks and keep work moving with FYI Jobs.
  • Session 5: Eliminate Repetitive Admin – 16th November 2026
    For FYI admins. Automate routine follow-ups, notifications and recurring activities.

Five focused sessions. Practical ideas you can put to work straight away. Giving you more time for more.

Can’t make every session? Register and we’ll send you the recordings and post-event resources.

Emma Delaforce

Client Success Consultant
FYI

With over 15 years of experience in the accounting industry, Emma began her career in practice before progressing into practice management roles, where she developed a strong passion for creating efficiencies and improving the way practices operate. With an eye for detail and a proactive approach, Emma understands the importance of having the right processes and technology in place to support both teams and clients. Emma now works with FYI’s Client Success team, helping practices streamline their workflows, get the most out of FYI and create more efficient ways of working. She enjoys working closely with clients to understand their challenges and helping them find practical solutions that make a real difference to their day-to-day operations.

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