Platform Tour Highlights

Run Time:   20 mins

Watch edited highlights from a recent platform tour.

Learn how to:

  • Store documents in a client-centric database in the cloud
  • Leverage client data from your practice management software
  • Spend less time filing
  • Delegate tasks and manage to-do lists
  • Create documents quickly and easily
  • Manage Xero Practice Manager Jobs from within FYI
  • Automate workflows and processes
  • Collaborate with your clients
  • Auto-create time sheets, synced to Xero Practice Manager

For a more in-depth and up-to-date tour, including the latest features and best practices, connect with our team of Practice Specialists and book a live demo.

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Product Update | June 2023

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