FYI

FYI is cloud accounting document and practice management software for firms managing client work. Its document tools include search and retrieval, dedicated client workspaces, and automatic filing of emails and attachments. The Intermediate plan adds practice management sync, templates and signatures, task and job management, and sample automations. Pro adds workflows, collaboration, extra client security, a Kanban jobs board, custom automations, and all app integrations. Elite adds Time & Billing, reports, employee management, AutoTime, capacity planning, and a custom form builder. FYI connects with Outlook, Office, OneDrive, and Microsoft Teams, and lists practice data synchronization for Xero Practice Manager, GreatSoft, MYOB, APS, CCH Central, and IRIS. It offers a client portal, time tracking, billing and invoicing, deadline tracking, and staff capacity planning. The 30-day trial includes all features, team participation, and full email support. Plans cost 30.00 AUD, 50.00 AUD, or 70.00 AUD per user/month, excluding GST, with a five-user minimum; migration, onboarding, and consulting are quoted separately.

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