FYI is a cloud-based solution designed for accountants, offering seamless integration with Xero Practice Manager and other practice management software. It is a document management system that simplifies practice automation, enhances efficiency, and provides secure storage for templates, policies, and procedures. FYI streamlines the creation and management of standard documents, helping accounting practices save time and focus on delivering value to clients.
Features
1. Managing Emails
FYI organizes client emails in one place, enabling you to file, assign tasks, and initiate workflows directly from your inbox. Attachments are automatically linked to the right client and job, eliminating manual uploads. Auto-generate emails using customizable templates with merge fields and signatures and ensure all email threads are linked for easy tracking.
2. Client Services
By integrating with your practice management software, FYI centralizes documents, tasks, and jobs, making them accessible by Client Group or individual client. Advanced access controls secure sensitive information, while customizable views improve organization and accessibility.
3. Workflow Management
Digitally sign documents in one click and track workflow progress to identify bottlenecks. Assign approval authority for client emails and documents, locking editing after approval. Stay updated on pending signatures and approvals with intuitive tracking tools.
4. Time & Billing
Create tailored invoices while automatically tracking billable hours based on user activities. Automate time recording, ensuring accurate billing without manual input. With task prioritization and real-time progress updates, project workflows remain efficient and on track.
5. Documents
Store documents in a client-focused cloud database for easy access. Work seamlessly in Word, Excel, or PowerPoint without switching apps. Pre-built templates enable quick document creation, while drag-and-drop or direct saving ensures effortless filing. Manage, preview, share, and link documents efficiently.
6. Collaboration
Securely share documents and folders with clients while collaborating in real time. Clients can upload files via the Collaborate portal, automatically saving them in FYI. Use one link to share all client-related files, manage access, and receive notifications. Add comments to emails and documents to track workloads and streamline team communication.
7. Search & Retrieval
Find documents quickly using sorting, filtering, and tagging tools. Customize views to organize files and tag frequently used ones for faster access. Advanced access controls protect sensitive information while ensuring easy retrieval when needed.
8. Job Management
Sync jobs directly with Xero Practice Manager to track time spent, monitor team progress, and identify potential issues. Save emails and documents to specific jobs for quick access and streamlined status updates. Bulk updates and automatic syncing simplify job management and timesheet completion.
Benefits
- Microsoft SharePoint integration allows firms to customize portals with branding and enable full collaboration tools for clients.
- External collaborators can work on documents without needing a Microsoft account.
- Simplify invoicing by managing reviews and approvals directly within FYI.
- Centralized storage of templates, policies, and procedures ensures quick access for team members.
- Automate repetitive tasks to save time and improve accuracy.
- Manage and assign tasks from one place, enhancing oversight.
- Advanced access controls protect sensitive information, limiting access to authorized team members.
- Centralize data in one platform, eliminating the need for multiple storage locations.
- Document migration and setup are quick and cost-effective.
- View, export, and manage tasks for all employees from a single location.
Key Integrations
FYI integrates seamlessly with popular tools, including:
- Microsoft 365
- Xero / Xero Practice Manager
- GreatSoft
- MYOB AE
- APS (formerly Reckon)
- IRIS
FYI transforms document and email management for accountants, improving workflows, collaboration, and efficiency. With robust features and integrations, it’s a game-changer for practices looking to automate and centralize their processes.
Credits
Vigneshkumar Muthiah, Services Management Team