FYI

FYI is cloud accounting document and practice management software for firms handling client files, emails and workflows. Its document tools include search and retrieval, dedicated client workspaces, and automatic filing of emails and attachments. Intermediate includes sample process automations; Pro and Elite add custom automations. FYI integrates with Outlook, Office, OneDrive and Microsoft Teams, including Outlook email filing and Teams notifications. Listed practice data synchronization options include Xero Practice Manager, GreatSoft, MYOB, APS, CCH Central and IRIS. Additional listed capabilities include a client portal, time tracking, billing and invoicing, deadline tracking and staff capacity planning. All plans include premium customer support, educational resources and regular product updates. A 30-day trial provides access to all features, team participation and full email support. Plans start at A$30 per user per month for Intermediate; prices exclude GST and require at least five users. Migration, onboarding and consulting are separately quoted. FYI says it is ISO 27001:2022 certified and a Digital Service Provider to the ATO.

FYI combines practice management with document, email and workflow tools, with capabilities expanding across its three plans. The 30-day trial includes team participation and full email support; plan prices are per user per month in AUD, excluding GST.

FYI suits accounting practices that need document handling, email filing and workflow tools. Its minimum requirement is five users, and Microsoft 365 authentication is required.

FYI is a cloud platform for accounting practices that combines client records, email capture and operational work in one system. It is most compelling for firms running Microsoft 365 alongside one of FYI’s supported practice-management products. The five-user minimum and Microsoft 365-only authentication make it a poor fit for very small teams or organisations outside that ecosystem.

Overview

FYI brings dedicated client workspaces, document search and retrieval, automatic filing of emails and attachments, templates, signatures, task management and job management into its base tier. Practice-management synchronization connects the work area to data from Xero Practice Manager, GreatSoft, MYOB, APS, CCH Central and IRIS. That combination suits firms wanting documents and recurring practice work handled together rather than in separate tools.

Microsoft 365 integration is a practical strength: Outlook supports email filing, while Office, OneDrive and Teams are connected, including Teams notifications. A firm already standardised on those services should get more value than one relying on another identity or collaboration stack. FYI requires Microsoft 365 authentication and supports Microsoft 365 MFA exclusively, so that dependency should be checked before purchase.

FYI states that it holds ISO 27001:2022 certification and is a Digital Service Provider to the ATO. It describes TLS 1.3 protection (with TLS 1.2 available when required) and AES-256 keys unique to each subscription. AWS backups are retained for 30 days, with disaster-recovery targets of up to five minutes of modified-data loss and 30 minutes to restore service.

Key features

Document management is more than storage: client workspaces, retrieval tools and automatic capture of correspondence help keep evidence with the relevant job. Workflow automation is available at different levels. Intermediate supplies sample automations; Pro and Elite allow custom automations, which is the meaningful upgrade for practices with distinctive procedures.

Every plan includes a client portal, deadline tracking, premium customer support, educational resources and regular product updates. Time tracking and billing/invoicing are part of the overall product, but the plan structure matters: Elite adds the dedicated Time & Billing capability, reports, client maintenance, employee management, AutoTime, capacity planning and a custom form builder.

Pricing

Prices are in AUD per user per month, excluding GST, with at least five users required. Migration, onboarding and consulting are quoted separately, so the subscription is not the whole implementation budget. A 30-day trial opens all features, allows team participation and includes full email support; there is no free plan.

Intermediate — A$30 a month

Intermediate is the sensible starting point for firms that need synchronized practice data, email filing, templates and signatures, task and job management, document management and sample automations. It omits the deeper security, boards, custom workflows and integrations reserved for Pro, as well as Elite’s time, billing and workforce controls.

Pro — A$50 a month

Pro includes Intermediate and adds additional client security, a Kanban jobs board, workflows, Collaborate, custom automations and all app integrations. It fits practices that have outgrown preset processes and need to coordinate work visually or tailor automation. The five-seat floor still applies.

Elite — A$70 a month

Elite adds Time & Billing, reports, client maintenance, employee management, AutoTime, capacity planning and a custom form builder to the Pro feature set. Those tools target larger or more operationally complex practices; smaller firms may pay for controls they will not use.

Platforms

FYI runs on iOS, macOS, the web and Windows. Its Microsoft 365 authentication requirement is relevant across those platforms, particularly for firms that need a non-Microsoft sign-in option.

Who it's for

FYI is aimed at accounting practices with at least five users, Microsoft 365 in daily use and a supported practice-management system. Intermediate suits teams consolidating documents, correspondence and jobs. Pro is for practices designing their own workflows, while Elite is for firms that also need capacity planning, staff administration, reporting and integrated time and billing. Solo practitioners and teams wanting a free entry tier should look elsewhere.

Pros and cons

Pros

• Unified practice work: client workspaces, document retrieval, email filing and job management are combined from Intermediate upward.
• Useful ecosystem coverage: Outlook, Office, OneDrive, Teams and six named practice systems support established Microsoft-based practices.
• Clear growth path: sample automations in Intermediate progress to custom automation, workflow and capacity features in higher tiers.
• Stated security and recovery controls: ISO 27001:2022 certification, subscription-specific AES-256 keys, 30-day AWS backup retention and published recovery targets provide concrete assurances.

Cons

• Five-user minimum: even the A$30 tier is a substantial commitment for a small practice.
• Microsoft 365 dependency: exclusive Microsoft 365 MFA support rules out teams seeking another authentication platform.
• Extra implementation costs: migration, onboarding and consulting are outside the listed subscription prices.
• Custom capability costs more: bespoke automations and broader workflow controls start at Pro, while time, billing and capacity planning require Elite.

Alternatives

Canopy is the better starting point for teams wanting a freemium option, Android support and a published Standard feature set covering CRM, documents, eSign, portals and recurring workflows.

CCH Axcess Practice suits buyers who prefer a practice platform purchased through a quote rather than FYI’s per-user schedule.

Nomi is a lower-cost alternative for UK self-assessment and MTD work, with a £4 monthly plan and built-in document storage.

Karbon is worth considering for teams wanting workflow-focused practice management with annual or monthly per-user pricing.

KashFlow fits smaller operations seeking a £13.50 monthly starter plan with invoice and bank-transaction limits.

Saasu is a choice for businesses needing usage-capped accounting plans beginning at $20 a month billed annually.

TaxDome offers a seat-based annual model for firms that prefer longer commitments and support across Android, iOS, macOS, web and Windows.

Accupe is aimed at smaller teams, with a Solo plan for one member and up to 50 clients.

See the broader Accounting Practice Management Software selection for additional options.

Verdict

Choose FYI if your accounting practice has five or more users, relies on Microsoft 365 and wants documents, correspondence, synchronized practice data and workflows in one place. Its strongest case is the progression from dependable filing and job management to custom automation and Elite-level capacity controls. Look elsewhere if you need a free or very small-team plan, non-Microsoft authentication, or an implementation price that includes migration and consulting.