FYI Software
About us
Automated document & practice management purpose-built for accountants.
Built by accountants, for accountants, FYI understands the day-to-day challenges you face better than anyone. We know the complexities of your workflow and the demands of managing clients, documents, tasks, and your practice.
That’s why we’ve created a purpose-built platform that automates document and practice management. It’s smart, simple, and intuitive, taking care of those repetitive, menial tasks, so you have more time for the things that really matter.
Products & services
Reporting
Single click reporting saves time and eliminates the hassle of manual reporting. Easy to set up and highly secure, your practice’s reporting at your fingertips.
Forms
Say goodbye to endless email threads. Forms replace back-and-forth requests with secure, automated workflows that get things done faster. Built-in templates and powerful automations cut manual work, boost collaboration, and speed up turnaround times—delivering a better experience for both your clients and your team.
Job Management
Manage jobs and record time the easy way. Add comments or tasks to a job, file documents, or record time – all without having to leave FYI.
Search and Retrieval
Find whatever you need in a flash. Instantly locate any email, document or client interaction, all in one platform.
Time & Billing
Get ahead with an effortless time management system. Time is money and with FYI’s advanced WIP management, you can save on both.
Collaboration
Enhance collaboration, streamline communication, and accelerate your projects with our latest enhancements, designed to make your workflow smoother and more efficient.
Task Management
Delegate and manage tasks effortlessly. Shared task lists make it easy to see who’s doing what. Use comments and notifications to take team collaboration to new heights of efficiency.
Document Management
Automate the creation and filing of documents. Imagine how productive you'll be when you can create, edit and file documents – all at light speed.
Employee Management
Successful staff management is key to attracting and retaining employees. And there’s no aspect of employee management that can’t be automated with FYI.
Process Automation
Save your practice countless hours by automating daily admin tasks and processes, freeing up time for work of higher value with this cloud accounting platform.
Workflows
Speed up document review and approval to improve your workflow and service clients faster.
Client Management
Providing exceptional service has never been easier with instant access to emails, documents, recent interactions and outstanding tasks all in one place. Automate your CRM processes to deliver the very best client experience.
Emails
Slash time spent writing and filing email Turn a big time-waster into a big time-saver. Capture emails centrally by client and use Templates and Email AutoFile to banish redundant tasks.
News
What’s New in FYI (June 2026)
June was a great month for product improvements at FYI. The updates include a more guided way to import automations, a new Abacor integration, more flexibility in the FYI Editor, and an early look at Secure Link.
Announcing the new integration with Annature Identity Verification
We’re excited to announce the Annature integration with FYI has been extended to support Annature's new Identity Verification feature.
Announcing the new Integration with Ignition
We're excited to announce a new integration with Ignition, a proposals, billing, and payments platform that helps practices manage client engagements and workflows. This integration is available for practices on Pro and Elite plans.
Announcing the new Integration with Abacor
We're excited to announce a new integration with Abacor, an AI meeting assistant that captures and understands client conversations, turning meetings into actionable tasks and documentation.
Announcing the new Automation Import Wizard
FYI is excited to announce the launch of the new Automation Import Wizard, available to practices on Pro and Elite plans.