Find what you need in an instant
Conveniently file and instantly locate all the emails, documents and client interactions you can think of in one platform.
Cloud storage of all your documents
- Store all your emails, documents and client interactions in a single client-centric database
- Information is stored using consistent filing rules
- Your entire team can work from one dedicated client workspace
- Access emails and documents by client, group or job
- Store documents in a way that reflects your division of operations
- Configurable to suit your practice
- Access rights to Cabinets allow users to work conveniently inside their group
- Security ensures users don’t see documents they are not entitled to
Search, sort and filter
- Find anything you have permission to access – using a combination of search words
- Filter and sort the database to retrieve documents effectively – even in large document stores
- Locate documents in cabinets the same way you do in Windows Explorer folders
- Combine metadata, filters, sorts and column layouts, to give a precise list of documents
- Views such as Recent, Incomplete or Unsent Documents put specific documents at your fingertips
- Custom views allow you to save any search criteria, column order and filter on any list
- Share view options with users across your practice
- Store practice templates and other non-client documents in knowledge cabinets
- Easily searched by your team
- Boost productivity and consistency
- Maintain quality control with the choice of edit rights to each document
Want to see FYI in action?
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FYI is changing the way accounting practices work – for the better!
We have been a client of FYI since January 2019 and are delighted with the product and its evolving road map. The level of client service and responsiveness to enhancements has been impressive. FYI is certainly an industry leader and best practice solution.
Director – Invigor8 Accountants and Advisors
God, I love this program!
Partner – Coverdale Business Solutions
One of the biggest frustrations we have is people not finding procedures easily and filing documents in different places. FYI’s structured filing system solves these problems perfectly. Thanks for putting together such an awesome program.
CEO/Director - Skinner Hamilton
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