Everything you need to know when onboarding, including Get Started Guides you can download and Video Tutorials
Ensure that every email in or out of your practice is hitting the client file
Take your practice paperless and improve your management of client relationships
Includes Search and Retrieval, Collaborate with your clients such as via OneDrive, Import from your OneDrive, Comments.
Display and maintain Xero Practice Manager Jobs, and file FYI documents against these
Learn how to use FYI Tasks including delegation, notifications and tracking.
Configuration of FYI including cabinets, categories, team and security, and Migration.
Configure and activate your automated processes that will transform your practice.
Check here for answers to Frequently Asked Questions
FYI is regularly deploying updates to enhance the product. Details of each release, big or small, can be found in the...