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By FYI Software
4.84 out of 5 stars
FYI is a cloud document management and automation engine for accountants in practice. It’s a way of re-engineering email and document management and automating processes to save time on repetitive tasks and improve accuracy.
out of 5
Reviewed by
Xero users
Listed for
5 years
November 2018
Key functions
Practice manager


Run your accounting practice efficiently, reduce admin time and offer clients a high level of professional service.

  • Collaborate on emails, documents, clients and jobs across your entire team
  • Automate the creation and filing of emails and documents
  • Use powerful search and sort tools to access information in seconds
  • Work from a dedicated client workspace with every email, document, phone call, meeting record and file note at your fingertips
  • Use workflows to review and approve documents in a flash
  • Delegate and manage tasks
  • Work with XPM Jobs and create time sheets with ease
  • Collaborate with your clients
  • Automate any repetitive multi-step task to save valuable time
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FYI + Xero

Use Xero Practice Manager as your one source of practice data. Import your Clients, Client Groups, Jobs and Team and continuously sync them with FYI. No need to maintain data in multiple locations.

  • Import your client and job data from XPM and continuously sync with FYI.
  • Merge this data into email and document templates
  • Auto-import tax returns from Xero Tax
  • Auto-file reports from your client’s Xero Ledger
  • Auto-import tax assessments from the ATO, cross-checked with Xero Tax, auto-filed in FYI
  • Display and maintain XPM jobs in FYI, using our kanban board to update job states with ease
  • Record time within FYI, with information synched back to XPM

Join a live platform tour to see FYI in action or learn more about moving your practice to the cloud with Xero and FYI.

Reviews & ratings

4.8 out of 5 stars
19 Reviews

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Most recent reviews

Andy Templeton
Posted 20 Nov 2023
5 out of 5 stars

Couldn't be happier with our choice

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.
Richard Hinz
Posted 11 Oct 2023
2 out of 5 stars

God help you if you want to leave

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.
Esther McPhail
Posted 14 Sep 2023
5 out of 5 stars

Love FYI

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

Additional info


Practice managerDocuments



App details

By FYI Software
Added in 2018


Australia, New Zealand, United Kingdom




Setup walkthroughIntegration walkthroughContact



Get started with FYI

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