- Integration with DASH Software
- Integration with Dashboard Insights (Australia and New Zealand only)
- Integration with Connectworks
- Integration with PM Hub
- Integration with Frankie (New Zealand only)
- Integration with Active Workpapers (Australia and United Kingdom only)
- Integration with Content Snare
- Integration with My Workpapers
- Integration with Cimplico Workpapers (Australia and New Zealand only)
- Integration with Apxium
- Integration with StackGo IdentityCheck
- Integration with myprosperity
- Integration with PDFit
- Integration with CCH Workpapers (New Zealand only)
- Integration with Cradle
/hc/en-us/categories/360001063892-Getting-Started
/hc/theming_assets/01JDG7MXB4R4BTMJ4PTBT9VF1R
Getting Started
Start a free trial, navigate FYI, and learn the essentials.
custom
/hc/en-us/categories/360002374291
/hc/theming_assets/01JD8GA8772PWQBHQ27Y4N9P85
Learning Resources
Access our library of video tutorials, guides and learning paths.
custom
/hc/en-us/categories/360003063191
/hc/theming_assets/01JDG817Z1T9ZAH54VBQ0YFQ1P
Onboarding
Configure FYI, migrate documents and onboard your team.
custom
/hc/en-us/categories/360000958432
/hc/theming_assets/01JDG7ZW55FD08Z5YYRRDKTKHA
Platform Admin
Configure users, practice settings, manage your FYI plan and more.
custom
https://fyi.app/automation-library/
/hc/theming_assets/01JDG83SNZXPNEQKNZFZT49MPG
Automation Library
Ready-to-go automations for a range of processes used in practices.
Merge Fields, Automation, New Collaborate, Tasks, FYI Desktop