Product Update | April 2024

Run Time:   45 minutes


Tuesday 30th April 12PM BST


Join us for the latest product update 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 update on our exciting Elite plan features & functionality, with a special feature spotlight on universal merge fields.
  • Platform updates: key releases like enhanced practice sync functionality, NEW Collaborate and more.
  • More support: helping you get more out of the FYI platform we’ve released new learning resources and an automation consulting service.

If you can’t make the live event, register to receive the resources post-event.

Rob Cameron

CEO & Co-Founder

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.

Ian Cooper

Head of UK Operations

Ian loves creating value for accountancy firms through increasing efficiency and reducing risk. He brings over 20 years of experience helping practices get the most out of their IT investment. Having worked with firms of all sizes from sole practitioners through to the Top4, Ian brings a deep understanding of Document and Practice Management platforms.

Meg Garlick

Client Success Manager

Meg is an accounting tech implementation consultant, with over 7 years of industry experience. Working with sole practitioners up to the top 100, specialising in business process review through implementing Practice Management and Document Management platforms. Meg is a Client Success Consultant at FYI, ensuring successful onboarding for our customers.

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