More time for the work that adds real value for your clients
Within three months of adopting FYI, firms that rely on manual processes can expect time-savings of up to 20% simply by using FYI’s core feature set. And that’s just the start. The more processes you automate in your practice, the faster the efficiencies add up.
We’re on a mission to save your practice up to 50% of time spent on compliance and admin, freeing up staff for higher value work.
- AutoFile client emails
- Auto-import and file documents
- Automate document sharing processes
- Auto-create emails and documents using templates
- Create cross-links between documents in an instant
- All the information you need at your fingertips
- Fast-track the review and approval of documents
- Delegate tasks instantly
- Easy to track progress
- Delegate tasks - automatically linked to the source email or document
- Send documents to clients securely
- Co-edit documents
- Integrate with digital signing apps for client signatures
- Use templates to save time sending standard emails
- Auto-file signed documents in FYI and auto-update workflow status
- Auto-create time sheets
- Export into Xero Practice Manager
You’ll see a proven and compelling return on investment.