The 20-minute platform walk-through shows how you can use FYI to...
- store documents in a client-centric database in the cloud
- leverage client data from your practice management software
- spend less time filing
- delegate tasks and manage to-do lists
- create documents quickly and easily
- manage XPM jobs from within FYI
- automate workflows and processes
- collaborate with your clients
- auto-create time sheets, synced to XPM.
Click the video below to play.
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Setup and configure users, practice settings, manage your FYI plan and more.
Ready-to-go automations for a range of processes used in practices.
automation, merge fields, new collaborate, tasks, my imports