What’s New | October 2026

Run Time:   60 mins

Date:

Thursday 29th October 2PM NZST

Description:

Join us for our final Product Update of the year, showcasing real-life scenarios demonstrating how our newest features work together in practice.
In this session we’ll cover:
  •  PDF Management: Collate, edit and redact PDFs directly within FYI — no more downloading documents to work on them in a separate tool. Originals stay untouched, and everything stays filed against the right client.
  • Secure Link: Send sensitive documents as a verified, secure link instead of an email attachment. Once an attachment is sent you’ve lost control of it – Secure Link means you know it reached the right person, not just that it was sent.
  • Forms: Showcasing the new Rules Builder, which only shows a client the questions relevant to them, so they’re not wading through sections that don’t apply and you’re not chasing half-finished answers.
  • Automated Fixed Fee Billing (Elite): Invoice a job with no time recorded against it, manually or through automation, based on the job’s budget – built for practices moving to value-based pricing without breaking WIP.
  • What’s next: A look at other upcoming features and where FYI is heading next.
We’ll also cover the dedicated services and solutions to help you unlock FYI’s core features and get more out of your FYI.
If you can’t make the live event, register to receive the resources post-event.

Chris Britton

Head of Product
FYI

With close to 30 years in the Australian software industry, Chris has built his career around the systems accounting firms run on. Cutting his teeth at Cee Data, Solution 6 and MYOB, he's launched products, led marketing teams and run an entire line of business spanning Practice Management, Job Management and Document Management. An expert in product roadmaps and go-to-market strategy, Chris is known for turning customer insight into results.

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.

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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