What’s New | March 2026

Run Time:   45 minutes

Date:

Thursday 23rd April 12PM

Description:

Join us for the first 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 new Automation Steps and enhancements such as ‘Look up Client’, ‘Conditional Stop’, context parameters, and the ability to add comments to Create Task, Job, and Look Up Client steps. Highlights from the past quarter also include the launch of Forms for Elite practices and new non-proportional WIP functionality, among several other exciting updates.
  • More support: Helping you get more out of the FYI platform we’ve released new resources and a dedicated service to help you unlock FYI’s core features.

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.

Benjamin Thies

Product Manager
FYI

With a strong background in product development and enterprise solutions, Ben brings technical expertise and strategic vision to the Product Manager role at FYI. Having led large-scale automation projects, Ben is passionate about delivering innovative, user-focused solutions that drive efficiency and value.

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.

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