What’s New | Dec 2024

Run Time:   45 minutes

Date:

Thursday 5th December 1PM AEDT

Description:

Join us for the latest product update showcasing some exciting new features, learning resources, and a look at our product roadmap to see what’s on the horizon.

In this 45-minute update we’ll cover:

  • New features: the latest features & functionality released in the last quarter. Including enhanced lists, and additional automation options including the new ‘Run from List’ functionality. We’ll also share tips and how your practice can leverage the latest enhancements.
  • More support: helping you get more out of the FYI platform we’ve released NEW learning paths and a refined Help Centre experience.
  • Client Birthday Automation: the highly requested Client Birthday Automation is now available. Our team walks you through this new process so you can automatically send birthday wishes to your clients each year.

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

Cassie Kaddatz

Head of Client Success
FYI

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.

Rob Cameron

CEO & Co-Founder
FYI

Rob is a Chartered Accountant with experience working in suburban practices, and larger firms. He also spent five years at MYOB where he led the global product strategy for accountants. FYI is the fourth generation of a product concept Rob has been working on in his 20+ years developing document management solutions for accountants.

Adam Ling

Product Manager
FYI

Adam is a Chartered Accountant with more than 10 years working in the profession where he specialised in cloud-based systems. He brings his real-world experience to our Product Team to help develop cutting edge features for the industry.

Jessica Pol

Client Success Manager
FYI

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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