What’s New | Dec 2024

Run Time:   45 minutes

Date:

Thursday 12th December 12PM

Description:

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 features & functionality released in the last quarter. Including enhanced lists, and additional automation options including the new ‘Run from List’ functionality. We’ll also share tips and how your practice can leverage the latest enhancements.
  • More support: helping you get more out of the FYI platform we’ve released NEW learning paths and a refined Help Centre experience.
  • Client Birthday Automation: the highly requested Client Birthday Automation is now available. Our team walks you through this new process so you can automatically send birthday wishes to your clients each year.

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

Ian Cooper

Head of UK Operations
FYI

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.

Rob Cameron

CEO & Co-Founder
FYI

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.

Sam Isaacs

Client Success Consultant
FYI

Sam is a Client Success Consultant at FYI who works in both our Support and Onboarding teams. With over 6 years of experience in the accounting tech industry, Sam has worked with clients of all shapes & sizes and enjoys helping our clients solve any queries they may have.

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