Getting the Most Out of FYI

Run Time:   45 mins


Session 1 – Thursday 17th November 1PM AEDT

Session 2 – Thursday 24th November 1PM AEDT

Session 3 – Thursday 1st December 1PM AEDT


Introducing our ‘Getting the Most out of FYI’ series, designed for practices to take productivity to the next level, recover more time and concentrate on work that adds more value.

This 3-part workshop style series will provide step by step best practice on how to leverage FYI’s productivity tools to manage work with maximum efficiency.

In this series, we will cover:

  • Session 1:  Emails that file themselves
    We’ve listened to your feedback and revolutionised our Email AutoFile engine with flexible solutions to suit your practice. Explore how you can save up to 21 minutes per day per user and automatically file 70% of your email correspondence. In the first session of the series, we’ll take you through our best practice for Email AutoFile settings and get you #lightspeed with your emails.
  • Session 2:  Make your practice more productive
    Are you ready to enhance your productivity? The second session of the series is designed to help you achieve #maximumefficiency by leveraging FYI’s productivity tools in your practice. Our team will deliver step by step tips, tricks, and instructions that you can immediately put into practice to make your whole practice more responsive.
  • Session 3:  Automate to save hours on routine work
    We’ll get you started with our automation tools and save your practice hours by automating low value, routine tasks. The last session of our 3-part series is designed to help you leverage FYI’s automation engine and #automate repetitive work for your practice.
    To get the most out of this session you will need to ensure you’re across the fundamentals of this feature, we recommend reviewing the Getting Started with Automations Guide.

If you can’t make the live events, register to receive the resources post-event including the webinar recordings.

Cassie Kaddatz

Head of Client Success

Having worked in the accounting industry for more than 16 years, Cassie has a deep understanding of the requirements for practice success. She now works across FYI’s Client Success and Product teams to ensure our clients are benefiting from the platform’s many features to save time, improve efficiencies and get maximum ROI.

Adam Ling

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

Robyn Cowe

Client Success Consultant

Robyn was in practice for almost a decade, in an Administration and Systems role. In that time, she had valuable experience in implementing a range of accounting systems, ensuring efficiency was created across various accounting processes. Now, with that knowledge, Robyn manages the onboarding of new FYI practices, assisting them on their journey to ensure they see early and ongoing returns in their investment in FYI.

Jessica Pol

Client Success Consultant

With over a decade of experience in the accounting industry, Jess has helped many practices optimise their processes and app stacks enabling them to drive value for their clients. Jess has a strong focus on client-centric growth and experience, and she now works with FYI’s Client Success team to ensure our clients are benefiting from the platform and achieving maximum ROI.

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