Platform Walk-through

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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