Frequently Asked Questions

Yes, there are two pre-requisites for using FYI in your practice.

Firstly, FYI is deeply integrated with Microsoft 365 to deliver email and document automation. Microsoft 365 Business Standard is the minimum license required to be able to edit documents from FYI using the desktop versions of Office or Outlook. We cannot guarantee optimal performance if you are using volume licensed Office products.

Secondly, integration with your practice management software allows you to sync your practice data with FYI and avoid having to maintain data in multiple locations.  Connect with Xero Practice Manager to sync your clients, client groups, team, jobs, and timesheets. You can set up FYI using Xero Tax – but in this instance, FYI will only sync your Clients. Alternatively, you can connect GreatSoft, MYOB AE or Reckon APS to FYI.

FYI’s entire feature set of the FYI pro plan is available to explore during your free trial. You can start by creating sample letters, importing and filing emails, delegating tasks and most importantly, start activating automations. This is where your step-change in practice efficiency and client service really kicks in

Quick Tip: Make sure you have installed the FYI Add-ins for Office and Outlook and optimised your computer for use with FYI. You may also wish to import a batch of documents, to work with inside of FYI.

When you subscribe to FYI, all the emails, documents, settings and integrations added during your trial are available when you go live. If you decide not to subscribe, you can easily download your documents and your entire account and data will be permanently deleted.

Yes, the FYI team will develop an onboarding plan to make sure you transition smoothly and hit the ground running with FYI. Our onboarding specialists will guide you through the migration of your historical documents, set up and configuration of FYI, and then host live group training sessions customised to suit your team and practice. Pricing for our Assisted Onboarding services varies depending on the size of your firm and the complexity of your data migration and project management needs.

Nope! There are no long-term contracts required with FYI. Your account is a month-to-month commitment.

Our Starter plan will provide instant results with a more efficient way to manage emails. Upgrade to Intermediate to access FYI’s unique blend of document management and CRM. Advance to Pro to access all features, including advanced automations. You can upgrade your account any time you like. We expect over time almost all practices will end up on our top plan due to the level of automation it offers.

Learn more.

If you would prefer to work with a consultant for implementation and training, then we have a range of independent experts to choose from.

We provide email support and access to a comprehensive knowledge base via our Help Centre.  For more complicated issues, we will initiate an outbound call. This is included in your monthly subscription at no extra cost. All active FYI Users are also welcome to join our User Community on Facebook. Click here to learn more about our support services.

For Australian and New Zealand clients, data is stored in Amazon’s AWS data centres in Sydney. For our UK clients the data is hosted in AWS’s London data centres. As we become a global provider, we will host FYI in the UK and the US.

Backups within the FYI application are included in your subscription. Your data is dynamically backed up by Amazon (AWS) as part of their core service. Amazon provide inbuilt offsite backups, disaster recovery and multiple sites synchronisation, and more. We also provide the ability for practices to back-up their own data locally.

FYI is certified for ISO 27001, an international standard for information security management. FYI has also been certified by the ATO as a Digital Service Provider. This means that FYI meets the ATO’s requirements in relation to authentication, encryption, certification, data hosting, personnel security and security monitoring practices.

FYI complies with both Australian and UK privacy laws. We are committed to preventing unauthorised access to or disclosure of customer information. Click here to read our privacy policy.

Yes, of course. Your practice always owns your data. If you want to leave at any time, anyone with the role of administrator can download your documents in a logical folder hierarchy representing critical metadata.

It’s easier than you might think. We have built-for-purpose tools and have onboarded hundreds of practices to FYI from a variety of legacy systems, so we’ve seen pretty much everything when it comes to document filing structures.

This depends on the size of your data and internet connection and could take anywhere from a few hours to over a week. The assisted onboarding process can take as little as 4 weeks, depending on availability and the amount of preparation required.

In most instances, we can extract data such as document name, type, date created and date modified, and migrate it across to FYI. Depending on your legacy system, we may also be able to migrate the client, group, cabinet, year and work type for each document – and more.

FYI takes a database approach to data storage and is not folder-based. However, we can replicate your existing filing structures to reduce the impact of change experienced by your staff.

It is useful to have all client folders at one level of the folder hierarchy before migrating to FYI. However, it is easy to cleanse your data after migration using FYI’s refiling tools.

Yes. We are able to sync both the MYOB documents and the MYOB database.

We match client folders to XPM through a name, client code, export code or XPM ID. If we are unable to find a match, we will create an ‘unmatched client’. You can then match these clients to XPM using our ‘Resolve Clients’ function. This makes correcting slight mis-spellings easy to resolve across hundreds of client folders.

If the client is archived or not in XPM at all, we will create an unmatched client for these documents. This unmatched client is not linked to a client in XPM, but will always be accessible in FYI from the archived clients’  section.