FYI ensures that every client email in or out of your practice is hitting the client file.
Client emails, attachments and calendar entries are all instantly imported from Outlook and auto-filed in FYI.
The ‘Filed in FYI’ label indicates the filing work FYI is doing on your behalf.
Emails that match a client email address in Xero Practice Manager are intelligently auto-filed in FYI based on a combination of the conversation thread and client, user or practice defaults. This auto-filing saves valuable time across the entire practice but especially for partners who on average receive 50+ client emails a day.
AutoFile Email attachments
Client emails often contain attachments that are essential documents in their own right. FYI can automatically file attachments as separate documents in a smooth workflow. This saves you time by avoiding the need to save to desktop and upload.
AutoFile Calendar Entries
All client related calendar entries can be automatically imported from individual Outlook Calendars and filed in FYI. This ensures the client file includes all critical meetings, shared with the entire team without any manual effort.
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!
“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
“God, I love this program!”
– Jeremy Coverdale, Coverdale Business Solutions
“FYI has been developed with accountants in mind, ensuring that the system is effective but simple to onboard.”
– Vicki Beker, BFA Advisors and Accountants
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