FYI is built for document and practice management. Instant Client is built for winning and onboarding clients, with the workflows, tasks and client email your onboarding jobs need, plus proposals and payments.
14-day free trial · No credit card required
FYI does its job well. The trouble is everything around it.
A$30–70 per user per month, with a 5-user minimum. Growing the team grows the bill.
Pricing the job, engagement letters and card payments all need another app.
Signatures go through FuseSign, Annature or DocuSign, and AML through Xama.
The custom form builder is only on Elite, at A$70 per user per month.
One workspace from first questionnaire to first payment, for one flat price.
Feature by feature
Describe your onboarding process and AI builds the workflow. Each client moves through questionnaire, proposal, invoice and kickoff steps, and steps that wait on the client complete themselves.
Send intake questionnaire
Sent Mon
Await questionnaire
Submitted by client
Send proposal
Assigned to you · due today
Await signature & deposit
Completes when signed
Schedule kickoff meeting
Google Meet
Connect Gmail or Outlook and threads link to the right client automatically. Reply with attachments, the proposal PDF or a portal link, and see when they open it.
Re: Your proposal from Instant Client
Questionnaire for your FY26 return
Quick question about BAS deadlines
Suggested reply
Hi Olivia, great question. Your next BAS is due 28 October, and we'll lodge it for you once…
Price the engagement, send a branded proposal and engagement letter, and collect an e-signature and card payment in one flow. No Ignition, no DocuSign.
Services
Annual financials & tax return
Fixed
Quarterly BAS
Recurring · quarterly
Bookkeeping
Per hour
Signed by
Olivia Harlow
Director
Today, 9:41am
Send intake, tax and AML/CTF questionnaires from a library of templates, or have AI build one. There's no top tier to unlock.
Did you receive any of the following this year?
Rental property address
Side by side
Onboarding work
Winning & billing the work
Practice management
Pricing
FYI details are taken from fyi.app as of October 2026. FYI is a trademark of its respective owner.
Pricing
FYI Intermediate
A$30/user/month + GST
A 5-person firm on Elite pays A$350/month + GST before e-sign, AML or proposal software. FYI pricing
$59/month
Switching
Connect Xero or FYI and import your client list. No spreadsheets, no retyping.
Instant Client reads your website and drafts your branding, services, prices and team for you.
Pick a questionnaire and proposal template, hit send, and watch the workflow take over.
No. Instant Client connects to FYI (AU & UK): signed documents and questionnaire responses file into FYI, accepted proposals create FYI jobs, and workflow tasks sync. Move onboarding across first, at your own pace.
Not entirely. Instant Client keeps each client's files, uploads and signed documents together, but it isn't a full document management system with folders, versions and email auto-filing. Instant Client focuses on onboarding.
No. Instant Client covers onboarding, from intake and proposals to payment and kickoff, rather than timesheets and WIP.
And that's not all
replaces Ignition
Branded proposals and engagement letters, e-signed and paid by card on acceptance, with recurring billing synced to Xero.
vs Ignitionreplaces Seamlss
One link for client details and documents, engagement letters signed online, and AML checks synced through Instant Compliance.
vs Seamlssreplaces Content Snare
Ready-made questionnaires clients can save and resume, plus document requests in a branded client portal.
vs Content SnareIntake, proposals, payments, workflows and client email, all in the one workspace your clients will love.
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