Why FYI?

Discover FYI’s capabilities:

  • Effortlessly create, store, and retrieve documents and emails.
  • Prioritise, delegate, and efficiently manage work.
  • Manage jobs, track time, and visualise progress seamlessly.
  • Automate routine tasks and multi-step processes.
  • Enjoy an integrated platform for comprehensive practice management.
  • Experience FYI’s proven ROI, easy onboarding, and secure, reliable performance.

To dive deeper into FYI’s capabilities and allow us to tailor our solutions to your needs, we encourage you to book a personalised platform tour here.

Other Webinars On-Demand

PDF Management Feature Walkthrough

Prepare client-ready documents without switching applications with FYI’s PDF Management. Collate. Edit. Redact. More of your document work, all in FYI.

Watch Now >

Secure Client Link Feature Walkthrough

Share sensitive client documents securely, control access and track activity - all directly from FYI, without relying on email attachments or separate client portals.

Watch Now >

Process Automation Feature Walkthrough

Discover how FYI’s automation engine streamlines your practice — helping you build, customise, and optimise processes that remove repetitive admin and enhance consistency.

Watch Now >

MTD Made Manageable: Practical Steps for Your Firm

Making Tax Digital (MTD) for Income Tax is coming — are you ready? From 2026, millions of sole traders and landlords must keep digital records and file quarterly submissions. Join our expert panel for a one-hour webinar to learn what’s changing, how to prepare your practice, and how FYI can help you stay compliant, cut admin, and protect your margins.

Watch Now >

FYI Elite – Time and Billing Feature Walkthrough

Track time effortlessly and streamline billing with auto-generated timesheets, real-time WIP, and invoicing—powered by FYI Elite.

Watch Now >