How can I provide guest access to a client in FYI?

There is not a way to provide guest access to a client in FYI, but you can do the following:

• Share documents or folders with the person by inviting them via their email address. This is in the same way as when sharing documents within the practice.
  or
• Add the person to your practice management software so they have access to your FYI, although we would not recommend this as they will then have full access.