FYI + The Gap

Automatically import documents from The Gap Portal and file them in FYI

Auto-import and file emails

Emails sent to clients via The Gap Portal are auto-filed in FYI.

File documents in an instant

File documents directly from The Gap Portal into FYI.

Keep your client file in FYI up to date

Maintain a complete snapshot of all client interactions, with easy access to The Gap documents inside of FYI.

About The Gap

All the content, training, and support you need to market, sell, and deliver Business Advisory services, in one bespoke portal.

Want to see FYI in action?

Book a demo or start a 30-day free trial today.