Feature Walkthroughs

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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.

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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.

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FYI Elite – Reporting Feature Walkthrough

Bring your practice data to life with refreshable Excel reports, real-time dashboards and automated insights—all powered by FYI Elite.

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FYI Elite – Employee Management Feature Walkthrough

Simplify staff management with automated onboarding, secure access controls and centralised employee data—built right into FYI Elite.

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Elite Feature Walkthrough

Unlock seamless workflows—from effortless time & billing to real-time reporting, streamlined HR and unified client maintenance with FYI Elite.

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Tasks and Comments

Learn how to delegate and manage tasks with ease with FYI.

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Document Management

Learn how FYI automates the creation and filing of documents.

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Why FYI?

Revolutionise your practice with integrated document & job management.

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Email Management

Learn how FYI automates the creation and filing of client emails.

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Collaborate with your Accountant

Learn how to access and navigate your portal and safely and securely share documents with your accountant.

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