Easily view all your client info with our new jobs and tax tabs

Updated

FYI is fast becoming a lens in which to view the entire client’s file. Our latest update delivers two new tabs in the client workspace. 

Client - Jobs 

  • Lists each of the jobs created in your practice management software for the client
  • Includes info such as job status and current WIP balance
  • Dynamically populated - avoiding the need to open multiple systems to understand client position

 1134_Jobs.gif

Client - Tax 

  • Lists each of the tax returns created for the client in Xero Tax
  • Dynamically populated – avoiding need to open multiple systems to understand client position

1135_Tax.gif

Who is this available for?

FYI’s client relationship management features are available to all Intermediate and Pro users. 

Want to get started?

Refer to the section Using the Client Workspace to learn more about using the Client Workspace.

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