The process of moving to FYI Docs for our document management has been seamless. Jacob, Meg and all the team behind the scenes made the process nice and straightforward. We’ve been live for only a few weeks now but we are really seeing the benefits of automating processes, in particular with regards to new client onboarding (engagement letters and clearance requests), statutory documents (minutes & letter of rep), sending out requests for information and sending out draft accounts / tax returns to clients. We have templates set up for all of these things, and with the use of merge fields the documents can be tailored so barely any adjustments are required, saving so much time. The integration with FuseSign is great as well. We implemented FuseSign prior to going live on FYI, and we couldn’t recommend the software higher. The fact we can create draft signing bundles through FYI only makes the process even easier. We are now excited as we embark on the next phase of our FYI journey, which is to bring all of our jobs and tasks onto the system to give us greater oversight of where we are up to. I’m very confident that with the automations we have put in place, this next step will also be a great success.

We found saving documents a real choir. Save to the desktop app and then wait for it to load to FYI and then save to the client folder. The filing structure was easy but every staff member saved items in slightly different ways. This meant finding documents was a nightmare. Automation was frustrating, we turned it off. Some clients have 4-5 entities but one email. an email comes in and gets automatically saved to one folder. and half the emails did not not need to be saved. I have now tried 4 times to download the bulk export because I am leaving. One drive is so much easier. What a pain.

FYI is brilliant, you have to try the automations. makes practice management a breeze!