Welcome to FYI! Let's start your Onboarding Journey...

At FYI, our mission is simple: to liberate accountants by halving the time you spend on compliance and admin.

We're excited to have you join FYI! To ensure your onboarding experience is as smooth as possible, please provide the following information as soon as possible to our team.

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Onboarding Information Request

This is when all team members will access migrated documents within and begin using FYI.
Please confirm your current document management software
Drop files here or
Accepted file types: jpg, png, gif, pdf, Max. file size: 128 MB, Max. files: 10.
    Does your practice use Microsoft 365?*
    For practices using XPM, is your client list available and ready to use?
    For practices using or migrating to XPM only for Practice Management software. If not applicable to your practice, please skip.
    Please provide the following details: First Name, Last Name, email address
    Our team will schedule your onboarding project meetings, to help us lock in your timeline please let us know of any days and times that are preferred or should be avoided.
    Please confirm you have viewed the Onboarding Video sent to you*
    if needed you can access the video here: https://rb.gy/xkacqo

    Need some help?

    FYI Support Team


    New Business Team


    Client Success Team


    Head Office

    Level 1, 266 Rundle Street,
    South Australia, 5000
    Phone 1300 212 767