Product Update | June 2023

Run Time:   45 minutes

Our latest product update covers some of our newest features, a spotlight on NEW Collaborate, and a look at our product roadmap to see what’s on the horizon. This 45-minute session covers some of our newest features including enhanced Practice Activity for easier troubleshooting, automation and integration enhancements and a deep dive on NEW Collaborate, your new client portal.

For those short on time, you can read the recap here.

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 Consultant

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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