PROVEN RETURN ON INVESTMENT

How FYI pays off in practice

Compare the time FYI saves your practice to what it costs. You’ll see a proven and compelling return on investment.
00 %
time savings within
three months
0 + hours
saved on every
compliance job
$ 0.00
or less per user/per day

Get more done... from anywhere

Work at the office or remotely with everything at your fingertips
Collaborate more efficiently with your team and clients
Automate processes and stop wasting time on repetitive tasks
Reduce errors and improve consistency for a better client experience

More time for the work that adds real value for your clients

Within three months of adopting FYI, firms that rely on manual processes can expect time-savings of up to 20% simply by using FYI’s core feature set. And that’s just the start. The more processes you automate in your practice, the faster the efficiencies add up.

We’re on a mission to save your practice up to 50% of time spent on compliance and admin, freeing up staff for higher value work.

    Save
    2+hours
    on every compliance job
    Here’s how the time-savings add up:
    Gathering, filing and sharing data
    Save
    20+mins
    per job
    • AutoFile client emails
    • Auto-import and file documents
    • Automate document sharing processes
    Preparing workpapers
    Save
    30+mins
    per job
    • Auto-create emails and documents using templates
    • Create cross-links between documents in an instant
    • All the information you need at your fingertips
    Reviewing and supervising work
    Save
    10+mins
    per job
    • Fast-track the review and approval of documents
    • Delegate tasks instantly
    • Easy to track progress
    Collaborating with your team and clients
    Save
    15+mins
    per job
    • Delegate tasks - automatically linked to the source email or document
    • Send documents to clients securely
    • Co-edit documents
    Completion and lodgement
    Save
    15+mins
    per job
    • Integrate with digital signing apps for client signatures
    • Use templates to save time sending standard emails
    • Auto-file signed documents in FYI and auto-update workflow status
    Daily admin
    Save
    30+mins
    per job
    • Auto-create time sheets
    • Export into Xero Practice Manager
    TOTAL
    Save
    2+hours
    on every compliance job
    Hundreds of hours saved per year.

    Proven ROI

    Compare the time FYI saves your practice to what it costs.
    You’ll see a proven and compelling return on investment.
    Intermediate
    $30
    per user/month*
    For practices wanting a powerful document management solution.
    Elite
    $70
    per user/month*
    Where document and practice management unite, driven by FYI’s advanced process automation and workflow capabilities.

    Want to see FYI in action?

    Book a demo or start a 30-day free trial today.