FYI offers powerful additions to core Microsoft Office modules
to significantly improve productivity.
Standard emails containing rich text and merge fields can be created
within seconds for any client. Access our selection of out-of-the-box templates,
and build your own to save time and improve the quality of output.
Share practice contacts
Create client emails within Outlook using shared practice contacts from Xero Practice Manager. This saves time, ensures accuracy and consistency, and avoids the need to maintain client information at an individual user level.
Customise your email templates
Standard emails containing rich text and merge fields can be created within seconds for any client. This delivers dramatic time savings as users don’t have to create bespoke emails for repetitive client communications.
Easy to create and accessible
FYI comes pre-installed with a selection of sample email templates, making it easy to customise to suit your practice. Your email templates can be accessed from within FYI, or from Outlook using the FYI Drawer – so they are always readily available when you need them.
Want to see FYI in action?
Visit our video library for an introduction to key features.
FYI is changing the way accounting practices work – for the better!
“FYI has been developed with accountants in mind, ensuring that the system is effective but simple to onboard.”
– Vicki Beker, BFA Advisors and Accountants
“One of the biggest frustrations we have is people not finding procedures quickly and easily and filing documents in different places. FYI’s structured filing system would solve these problems perfectly. Thanks for putting together such an awesome program.”
– Jason Skinner, Skinner Hamilton
“We’ve always been after a unicorn piece of software that acts as both a client CRM and document management system. FYI is definitely shaping up to be this unicorn!”
– Shelley Van Hoos, Consolid8
Ready to improve your firm’s productivity?
Join a live product demonstration webinar
or start a 30-day free trial today.