What’s New | March 2025

Run Time:   45 minutes

Date:

Tuesday 8th April 12PM AEST

Description:

Join us for the first product update of the year 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 including new filters for lists and group by User functionality, new Automation Steps ‘Send Request’, ‘Update Time’, ‘Finish Co-edit’ and ‘Unshare Document’ to name a few exciting releases over the last quarter.
  • More support: helping you get more out of the FYI platform we’ve released NEW Annual Review Automation, and for those practices looking an extra helping hand to upgrade to Elite we’ve launched new Onboarding Services and for those already using Elite, a dedicated consulting service to ensure you’re getting the most out of the Elite Plan.
  • Feature spotlight: we give you a sneak peek into the highly anticipated Forms feature.

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.

Benjamin Thies

Product Manager
FYI

With a strong background in product development and enterprise solutions, Ben brings technical expertise and strategic vision to the Product Manager role at FYI. Having led large-scale automation projects, Ben is passionate about delivering innovative, user-focused solutions that drive efficiency and value.

Sally Garton

Product Manager
FYI

With a deep background in accounting and product management, Sally has spent years shaping innovative solutions for the accounting industry. A strong advocate for client engagement, Sally has built lasting relationships with accounting firms across Australia and New Zealand. Whether gathering requirements, validating designs, or hosting client events, Sally has been a trusted voice in ensuring products align with real-world user needs.

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