Teamwork made easy: Bringing clarity, consistency and collaboration to your firm
Your practice is powered by people. Yes, technology and innovation are important, but nothing can be achieved without your tax and accountancy experts. The way that your people work and interact with one another can make all the difference to productivity, client service, and your bottom line.
In accountancy, everyone focuses on the numbers, but it is the relationships and subtle interactions that often mean more. The biggest hamper to your team achieving greatness is often the systems that they use. Gaps in processes, unclear responsibilities, and delays in communication can create friction that slows everything down. This has only become clearer as teams work more remotely from one another.
So, what is the solution that will make your “teamwork, dreamwork”?
It’s simple, really, a single, centralised workspace that brings documents, tasks, workflows, and communication together. This way, your team knows what’s happening, who’s doing what, and what needs to happen next.
This isn’t some pie-in-the-sky technology, this is FYI.
Why teamwork matters
It may seem obvious that having an effective team is essential to your practice’s success, but in case you were in any doubt, consider the following:
- Happy employees are up to 20 per cent more productive (University of Warwick)
- Effective teamwork has been shown to prevent burnout by sharing workloads and offering emotional support (Gallup)
- Working in a team reduces errors by lowering stress and increasing clarity
- Constructive teamwork creates space for safe risk-taking and bold ideas
Less friction, better workflow
In busy firms, it’s easy for things to slip through the cracks.
Someone’s waiting on an update. A file is stuck in someone’s inbox. A deadline gets missed because no one knew who was taking action on it.
These are common issues across all firms and one of the biggest frustrations for accountancy leaders and the wider practice team – not to mention the impact on client experience.
It is one of the primary reasons that FYI was developed. To help firms eliminate these bottlenecks by:
- Giving every team member visibility of tasks, timelines and progress
- Standardising how work is created, reviewed, and delivered
- Providing a more effective platform to share comments
- Creating clear audit trails and assigning ownership at every stage
With built-in task tracking, document management and real-time notifications, your team always stays in sync, even when working remotely or across offices.
When integrated with many other platforms commonly used by firms, such as digital document signing, client portals and working papers, it delivers an all-in-one solution.
I know we are going to wax lyrical about it, that’s our job, but here is what some of our users have to say:
“Our firm has been able to utilise data more effectively, streamline communication within the team and our clients, and FYI has enhanced document management through its OneDrive integration, we can also quickly add notes from communications during meetings, telephone calls or documents that are easily picked up and shared amongst our team. From my point of view, it has everything we need.”
Helen Savage, Practice Manager, James Scott (Accounting) LLP
Get new starters up to speed faster
The benefits of FYI don’t just stop at your existing team. Firms across the UK are on a hiring drive and out to seek the best talent. One of the biggest barriers to productivity is onboarding. It takes time to train new staff, get them familiar with your systems, and explain how your firm works.
Again, FYI makes it easier to bring new joiners up to speed. With standardised processes, pre-built templates and clear workflows, everyone works in the same way, making handovers smoother and expectations clearer.
Less time training, more time contributing to the success of your practice – that’s what our solution offers.
What’s more, its use of automation and integration throughout makes the mundane jobs that juniors dread a thing of the past.
Build consistency across your accountancy practice
From chasing signatures to managing client queries, FYI helps you standardise and automate the small tasks that can otherwise vary wildly between team members.
When everyone follows the same processes, you reduce the risk of errors, improve client service, and make your team more agile and accountable.
Whether it’s a fee earner picking up a colleague’s workload or a manager reviewing files, everything is clear, traceable and accessible.
With FYI you can quickly and easily:
- See the status of every job or client at a glance
- Assign, track and complete tasks with full transparency
- Share updates and comments without long email threads
- Manage documents, deadlines and communications in one place
- Collaborate in real time
Ready to make teamwork, dreamwork?
Discover how FYI can transform the way your firm works together.