What’s New | June 2026

Run Time:   45 minutes

Date:

Thursday 23rd July 12PM BST

Description:

Join us for the second product update of the year showcasing some exciting new features, 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: Covering the latest releases, including our brand new Automation Import Wizard making importing automations quick and easy by allowing components of the automation to be created or mapped during the import. We’ve also enhanced lists with additional filtering options and new columns, added more fonts for emails and client interactions, and made adding images easier.
  • Spotlight: We give a sneak peak into our upcoming secure document sharing solution, Secure Link. Take document sharing to the next level with secure, verified access. Clients confirm their identity before opening a document, adding an extra layer of security while keeping the sharing experience simple.
  • More support: Helping you get more out of the FYI platform we have dedicated services and solutions to help you unlock FYI’s core features and get more out of your FYI.

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.

Jessica Keat

Client Success Manager
FYI

With over a decade of experience in the accounting industry, Jess has helped many practices optimise their processes and app stacks enabling them to drive value for their clients. Jess has a strong focus on client-centric growth and experience, and she now works with FYI’s Client Success team to ensure our clients are benefiting from the platform and achieving maximum ROI.

Sally Garton

Product Manager
FYI

With a deep background in accounting and product management, Sally has spent years shaping innovative solutions for the accounting industry. A strong advocate for client engagement, Sally has built lasting relationships with accounting firms across Australia and New Zealand. Whether gathering requirements, validating designs, or hosting client events, Sally has been a trusted voice in ensuring products align with real-world user needs.

Richard Carrington

Product Manager
FYI

Richard is passionate about turning messy customer problems into seamless, end-to-end experiences. Across SaaS and FinTech, he has led automation, AI and self-service initiatives that simplify the complexity behind everyday work. He is focused on shaping practical solutions that reduce friction, improve consistency and help practices get more value from the tools they use every day.

Chris Britton

Head of Product
FYI

With close to 30 years in the Australian software industry, Chris has built his career around the systems accounting firms run on. Cutting his teeth at Cee Data, Solution 6 and MYOB, he's launched products, led marketing teams and run an entire line of business spanning Practice Management, Job Management and Document Management. An expert in product roadmaps and go-to-market strategy, Chris is known for turning customer insight into results.

Other Live Events

06 Jul
12:00 pm

Get More Out of Xerocon: Connect Your Practice Tech Before You Arrive

Join FYI’s short pre-Xerocon webinar to see how leading accounting firms are connecting their systems, reducing admin and getting more out of their tech before they arrive at Xerocon. Can’t attend live? Register anyway and we’ll send you the recording.

Register Now >
12 May
10:00 am

InRealLife 2026

We're excited to be hosting an exclusive FYI Client Event, held the day before Accountex, where we'll share the latest developments in automation, AI, and digital transformation - including how to prepare your firm for Making Tax Digital (MTD).

Register Now >
23 Jul

The Automation Lounge

Welcome to FYI's Automation Lounge! A dedicated fortnightly space with a Client Success Consultant to talk all things automation for your practice.

Register Now >
14 Jul
12:00 pm

FYI Training – Live Q&A

FYI training for our new users, showcasing day-in-the-life scenarios using the core feature sets of FYI followed by live Q&A with one of our client success consultants.

Register Now >
Every Week

Live Platform Tour

Want to see FYI in action? Join us for a walk-through of the platform and see how FYI makes a real difference to your workday.

Register Now >