Features
Can I setup FYI with only Xero Tax, or do I need Xero Practice Manager?
You can setup FYI with only Xero Tax.
If you do not have Xero Practice Manager, FYI will only sync your Clients, Users and Tax Returns. It will not sync Jobs or Time.
Refer to Enabling Xero Tax Integration (Australia and New Zealand Only).
If, at a later date you choose to use Xero Practice Manager, no change will be needed to your FYI platform.
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Getting Started
Start a free trial, navigate FYI, and learn the essentials.
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Learning Resources
Access our library of video tutorials, webinars and masterclasses.
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Onboarding
Configure FYI, migrate documents and onboard your team.
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Platform Admin
Configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
New Collaborate, Automation, Templates, Tasks, Elite