• FSIOasis and FSITrack

    FSIOasis is our Annual Statement solution with built-in state filing forms directly from each state and territory website.

    FSITrack is for Unclaimed Property and reports to all states with forms directly from each states website. More Information

  • 1

2016 Annual Client Conference

Financial Software Innovations, Inc.

32nd Annual Client Conference Webinar

December 8th– 9th, 2016


Please join us for our 32nd Annual Client Conference which will be an Online Conference.

This year we will be doing 9 - 50 minute sessions with a 10 minute Q&A at the end of each section. This conference will be 9 hours of CPE credit.

Registration costs are $50 per company, and an additional $50 per person that wants to receive CPE credit.

There are no pre-requisites for these classes. They will cover all the fundamentals necessary for using our software for your Annual Statement filing needs as well as cover the basics of Financial Software Innovations other product, FSITrack unclaimed property filing software. 

We will do five– 50 minute sessions on Thursday December 8th, and four – 50 minute sessions and an optional advanced Q&A on Friday December 9th.  Following each session will be a 10 minute question and answer portion.

Each session is worth one hour of CPE credit.  Attendance will be taken at each session.  You must be present to receive CPE credit.


 You may access the Registration Form by clicking here and the Schedule by clicking here.

There are no prerequisites for the classes and the attendees will get 1 hour of CPE credit for each class attended.



Should you have any questions, please do not hesitate to contact us at 800-969-7979 or send an email to This email address is being protected from spambots. You need JavaScript enabled to view it..


IASA Image

We pride ourselves on customer satisfaction


  • A Live Person: When calling FSI-INC during business hours, the phone will always be answered by a living person.
  • One Call Resolution: We Strive for one call solutions for our customers.
  • Dedicated Fiber Optic for faster Updates and Downloads.
  • Various Testing platforms to ensure compatibility for nearly all flavors of Windows and SQL for each product.
  • Extended Hours during filing seasons.
  • Small staff to keep focus on the customer.
  • Customer requests for features are always considered and nearly always implemented.
  • Updates to software to ensure compliance is always met.