- Why didn't my File Notes CSV file upload when using Generic Practice Sync?
- How do I change the email address for an FYI user synchronised via Practice Sync?
- Why do my Business Fitness Smart Workpapers crash when opened in FYI?
- Is it possible to migrate documents in Dropbox to FYI?
- Does FYI integrate with Google Drive and Gmail?
- Does FYI have a workpapers options like HowNow?
- Can I integrate with Class Super?
- If I am using a system such as CCH iFirm client as well as Xero Tax, can I integrate FYI with the Xero Tax client database?
- Configuring proxy and firewall settings for FYI Practice Sync Desktop App
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Getting Started
Start a free trial, navigate FYI, and learn the essentials.
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/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, guides and learning paths.
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/hc/en-us/categories/360003063191
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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.
Automation Library, New Collaborate, Tasks, Templates, FYI Desktop