FYI vs Practice CS

FYI is cloud accounting document and practice management software for firms handling client records, emails, and work processes. Intermediate includes document management, search and retrieval, dedicated client workspaces, automatic email and attachment filing, and sample process automations. Pro adds custom automations, workflows, a Kanban jobs board, and all app integrations; Elite adds Time & Billing, reports, employee management, capacity planning, and a custom form builder. FYI integrates with Outlook, Office, OneDrive, and Microsoft Teams, and lists practice data synchronization for Xero Practice Manager, GreatSoft, MYOB, APS, CCH Central, and IRIS. A 30-day trial offers all features, team participation, and full email support. Prices are in AUD per user per month, exclude GST, and require at least five users: Intermediate is 30.00 AUD, Pro 50.00 AUD, and Elite 70.00 AUD. Migration, onboarding, and consulting are separately quoted. FYI uses Microsoft 365 authentication and supports Microsoft 365 MFA exclusively.

Practice CS is practice management software for accounting firms, available on the web and Windows with hybrid deployment. It tracks billable time, billing, deadlines, and the costs associated with firm work. Customizable dashboards show current information about operations, staff projects, and client statuses. Firms can create electronic invoices, post bills online, and accept credit card payments. Detailed business data supports custom report formatting. Optional Project Management and Staff Management modules track projects and tasks, schedule staff, and assign work. Workflow automation, scenario modeling, multi-year projection, tax depreciation, and data import are listed capabilities. Client portals support file sharing and electronic signatures through related products and modules. Client Management and Mobile CS provide status monitoring and real-time updates about client interactions. Practice CS can launch UltraTax CS and Accounting CS, and integrates with Accounting CS and Workpapers CS. Pricing is paid and available on request.