FYI

Overview

FYI puts client documents and practice work in shared workspaces, with search and retrieval, automatic filing of emails and attachments, task and job management, templates, signatures, and practice data synchronization in its Intermediate plan. That combination can reduce the need to handle documents and day-to-day jobs in separate systems; firms seeking only a document repository may find the practice-management scope unnecessary.

Microsoft integrations include Outlook, Office, OneDrive, and Teams, with Outlook email filing and Teams notifications. Practice data synchronization covers Xero Practice Manager, GreatSoft, MYOB, APS, CCH Central, and IRIS. That is a useful match for practices on those platforms, but does not establish compatibility with others.

FYI states that it is ISO 27001:2022 certified and an ATO Digital Service Provider. It says it uses TLS 1.3 encryption, with TLS 1.2 available if needed, and AES-256 keys unique to each subscription. AWS backups are retained for 30 days; its disaster-recovery targets are up to five minutes of modified data loss and 30 minutes to restore service. These stated safeguards and targets provide concrete security and recovery measures, though they are targets rather than a guarantee of uninterrupted service.

Key features

Documents, email, and workflows

Intermediate includes dedicated client workspaces, document search and retrieval, and automatic filing of emails and attachments. Sample process automations are also included, giving practices a way to start automating routine work without moving to a higher tier. Pro and Elite add custom automations; Pro also adds workflows and Collaborate, while Elite adds tools such as time and billing, reporting, and capacity planning.

Authentication and support

FYI uses Microsoft 365 authentication and supports Microsoft 365 MFA exclusively. That is a clear fit for practices already standardized on Microsoft 365, but a meaningful constraint for firms that need another MFA method. All plans include premium customer support, educational resources, and regular product updates. The 30-day trial includes all features, team participation, and full email support, making it possible to assess higher-tier capabilities before choosing a plan.

Pricing

FYI has no free plan. Prices are in AUD per user per month, excluding GST, and every plan requires at least five users. Migration, onboarding, and consulting are separately quoted. The minimum seat count makes even the entry tier a team purchase rather than a low-cost option for a solo practitioner.

• Intermediate — 30.00 AUD per month: Includes practice management sync, email filing, templates and signatures, task and job management, document management, and sample automations. It suits practices that need connected documents and core job tools, but gives up custom automations and the additional workflow and collaboration features of Pro.
• Pro — 50.00 AUD per month: Includes everything in Intermediate, plus additional client security, a Kanban jobs board, workflows, Collaborate, custom automations, and all app integrations. It is the more capable fit for firms wanting tailored processes and broader integration access, at a higher per-user cost.
• Elite — 70.00 AUD per month: Includes everything in Intermediate and Pro, plus Time & Billing, reports, client maintenance, employee management, AutoTime, capacity planning, and a custom form builder. It is aimed at practices needing those additional operational and planning tools; firms that do not need them can avoid the highest tier.

The all-features trial lasts 30 days. Prices exclude GST, and the five-user minimum applies across tiers, so the quoted per-user rate is not the whole budget: separately quoted services can add to the cost.

Platforms

FYI supports iOS, macOS, web, and Windows. Its Microsoft 365 authentication requirement is particularly relevant when assessing fit across a team, regardless of device.

Who it's for

FYI is a strong candidate for accounting practices that want document handling, email filing, client workspaces, and practice workflows in one system, especially those already using Microsoft 365 and one of its supported practice-management integrations. Its plans scale from shared document and job management to custom automation and capacity planning. Smaller firms, solo practitioners, and teams unable to use Microsoft 365 MFA should look carefully at the seat minimum and authentication constraint before committing.

Pros and cons

• Pro: Client workspaces, searchable documents, and automatic email filing are bundled with task and job management in the entry plan, connecting records with routine practice work.
• Pro: The tier progression adds sample automations first, then custom automations, workflows, and higher-tier time, billing, and capacity tools, giving growing practices a choice of operational depth.
• Pro: The 30-day trial opens all features and supports team participation, so a practice can evaluate higher-tier tools before deciding.
• Con: A five-user minimum, GST exclusion, and separately quoted services make the effective commitment larger than the per-user plan price alone.
• Con: Microsoft 365 MFA is the only supported MFA method, excluding practices that require a different authentication setup.

Alternatives

For a broader comparison of this category, see Accounting Practice Management Software.

• TaxDome is another paid option, with no free plan and support across Android, iOS, macOS, web, and Windows; compare its per-seat annual and multi-year commitments if those platform or commitment terms suit your firm better.
• Nomi offers paid plans, a free trial, and Android, iOS, and web support. Its Self Assessments plan is 4.00 GBP per month plus VAT and includes MTD readiness, HMRC submissions, client and practice workflow tools, and built-in document storage; consider it when those tax-submission tools are central to the choice.
• Canopy has a free plan and supports Android, iOS, and web. Its Standard plan includes CRM and client management, document management and eSign, a client portal and secure messaging, and automated and recurring task workflows; it may suit a firm that wants a free starting point.
• CCH Axcess Practice is a paid Android, iOS, and web option with custom pricing.
• IRIS Practice Engine is a paid option for web and API use.
• KashFlow is a paid option with a free trial and Android, API, iOS, and web support; its Starter plan is 13.50 GBP per month.
• Karbon is a paid option with a Team plan at 59.00 USD per month per user when paid annually, or $79/month per user when paid monthly; the monthly subscription is available only for teams of four or more.
• CCH iFirm is a paid API and web option. Its Client Portal plan is 730.00 USD per year and includes one user, training and support, with setup and additional-user charges.

Verdict

FYI is best for accounting practices that want client documents, email filing, and practice workflows connected, and already rely on Microsoft 365 and a supported practice platform. Its tiered plans offer a credible path from document and job management to custom automation and capacity planning. Choose another system if the five-user minimum is too much for your team or Microsoft 365 MFA does not fit your security setup.