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FEDIX
PricingOnboarding
The future accountant

The accountant of the future does no ground work.

You talk to the client and make the calls only you can make. FediPilot does the ground work inside the software your practice already runs: it reads the documents, builds the working papers, drafts the financial statements in MyLedger, fills the return in Xero Tax or LodgeiT and pulls the reports. Every draft comes back to you to review and sign.

FediPilot does

Files the documents, builds the working paper, drafts the statements, fills the return, pulls the reports, and shows its work.

You do

Talk to the client, decide the hard questions, review and sign. Fedix does not lodge. You lodge, in your own tax software.

Request a Practice ReviewGet started
Watch recorded FediPilot runsCompany, trust, rentals, crypto, payroll, BAS and more. You review every draft; nothing is lodged.
Works inside Xero Tax and LodgeiT•Built by a registered Australian practice•AES-256 / TLS 1.3
FediPilot · recorded run · 4:34

A trading company, from bank statements to the ledger and the return

Bank statements imported into MyLedger, activity statement and financial statements generated, GST, PAYG and super reconciled to the ATO, draft company return saved in LodgeiT. Fictional client. Not lodged.

What you review
  • MyLedger ledger and statements
  • ATO reconciliation
  • LodgeiT draft return

FEDIPILOT

Give it the brief. Get back the work.

FediPilot is a desktop assistant that works inside the systems your practice already runs: your client folders and email, MyLedger, Fedix Practice Manager, Xero Tax and LodgeiT. You describe the job in plain English. It does the ground work, shows every step, and stops at each point where you must decide.

The hard cases

The difficult file, worked through into a working paper.

A nine-entity group. Crypto disposals and staking. A trust distribution against unsigned minutes. A parcel register with a missing cost base. A question that needs the legislation, the rulings and the court decisions read before anyone answers it. FediPilot reads every document, builds the working paper in Excel with live formulas and writes down what it could not resolve.

FediPilot does

Reads the documents and the authorities, builds the schedule and the reconciliation or drafts the advice, and lists the open items.

You do

Settle the questions only you can: the distribution, the cost base, the loss decision, the CGT discount. Any advice is yours to review, sign and send.

Watch it happen

The financial statements

A prompt, then the financial statements drafted in MyLedger.

Point it at the bank statements and the invoices. FediPilot checks the statement before it imports anything, brings the transactions into MyLedger, reconciles the year and generates the draft financial statements and the tax reconciliation.

FediPilot does

Imports, reconciles and drafts the statements in the ledger your practice already uses.

You do

Review the draft, adjust what only you know about the client, and finalise.

Watch it happen

The return

The return, filled in your own Xero Tax or LodgeiT.

FediPilot opens your tax software, fills the return from the working paper, reads every field back against it and saves the draft. Lodgement is yours: it stops at the button, and you press it as the registered agent.

FediPilot does

Fills the return, reads it back, saves the draft and lists the validation items.

You do

Check the return, clear the validation items, sign and lodge. Fedix does not lodge.

Watch it happen

The reports and the files

The reports pulled, the documents read and filed.

Emails and attachments, settlement reports, payroll and clearing-house reports, ATO prefill: FediPilot pulls what the job needs, files each document against the right client and property, and keeps the trail from every figure back to its source.

FediPilot does

Pulls the reports, reads the attachments, files them and bridges them to the bank.

You do

Decide what the file still needs. FediPilot chases and files; you judge.

Watch it happen

THE WEEK YOU HAVE NOW

  • Chasing the documents and re-reading the emails.
  • Keying figures from statements into the working paper.
  • Keying the working paper into the tax software.
  • Pulling the reports, one system at a time.
  • Then, if there is time left, talking to the client.

THE WEEK WITH FEDIPILOT

  • You brief the job in a sentence.
  • FediPilot files, builds, drafts, fills and reads back, and shows its work.
  • You review the open items it raised, and decide them.
  • You sign, and you lodge, in your own software.
  • The rest of the week is the client.

WHERE IT STOPS

FediPilot prepares, and shows its work. You review, sign and lodge as the registered agent. Fedix does not lodge.

FediPilot is included with a FEDIX or MYLEDGER subscription. There is no separate FediPilot subscription; it is set up with your team one to one, after training.

Explore FediPilot

FEDIPILOT IN ACTION

Watch the preparation. Then do the review.

Recorded runs on fictional clients. FediPilot files the source documents, prepares the working papers in Excel and, where the recording goes that far, saves a draft in the software your practice already uses. Every run ends with open items for the accountant. Nothing is lodged.

A trading company, from bank statements to the ledger and the return

4:34 · English narration
FediPilot prepares
Imports the year of bank transactions into MyLedger, codes them with GST and reconciles the bank. MyLedger generates the activity statement and the financial statements. FediPilot then reconciles GST, PAYG withholding and super to the ATO records, posts your decisions in the ledger and saves a draft company return.
You review
You decide each difference it finds: a private purchase, a pay run missing from a lodged statement, late super and a capital purchase. The instalment credit and the tax rate stay with you before the return is finalised.

Accounts generated in: MyLedger demo file. Draft return saved in: LodgeiT sandbox file. Not lodged.

  1. A trading company, from bank statements to the ledger and the return4:34 · Selected
  2. A question on trust distributions, researched from primary sources into a draft advice3:32
  3. A nine-entity client group3:29
  4. Three rental properties3:21
  5. A quarterly BAS from settlement reports2:37
  6. Voice input: speak in any app and the text lands at your cursor1:59
See all 18 recordingsBy type of work: Ledger to return, Tax research and advice, Working papers and draft returns, BAS and payroll, Working in FediPilot.

Recorded in FediPilot with fictional clients and synthetic records. The accountant reviews every draft, and final review and submission stay accountant-controlled in your own tax software. Supported workflows vary by integration and release. FediPilot is available to existing MYLEDGER or FEDIX users after training. Microsoft Excel, Xero and LodgeiT are trademarks of their respective owners, shown as software a practice may already use.

Explore FediPilot
The Problem

Your problem isn't a missing tool. It's a missing system.

Seven or eight tools. None of them talking to each other. You are the glue.

Ledger

Practice manager

Document storage

Email

Time billing

Tax software

Spreadsheets

E-sign

The cost reckoning

Do the maths first.

We are not going to add up your bill for you. Here is what each vendor publishes. Add it up yourself.

The inconvenient part, said out loud

Xero Practice Manager, Xero Tax and Xero Workpapers are A$0 at Silver partner status — and any firm with a real client base clears Silver. We are not going to pretend otherwise.

Xero

Practice Manager, Xero Tax, Xero Workpapers

A$0

at silver partner status

A$163.90/month for up to 10 users (incl. GST) for new and bronze partners. Xero states there is no charge once you reach silver.

Vendor pricing page

Xero

The client ledger subscription

A$78 - 143

per organisation, per month

Grow A$78, Comprehensive A$107, Ultimate A$143 per month after the introductory period. Per client file, not per firm.

Vendor pricing page

MYOB

Practice software (MYOB Practice, AE, AO)

On application

MYOB publishes no list price for its practice suite. The page routes to a sales contact form.

Vendor pricing page

Karbon

Practice management

US$59 - 89

US dollars

per user, per month

Team US$59, Business US$89 per user per month on annual billing. Karbon publishes in US DOLLARS, not Australian dollars. Convert before you add this row to your own total.

Vendor pricing page

FYI

Document management

A$30 - 70

per user, per month

Intermediate A$30, Pro A$50, Elite A$70 per user per month, ex GST. Minimum five users.

Vendor pricing page

Docusign

eSignature (Australia)

A$37 - 59

per user, per month

Standard A$37, Business Pro A$59 per user per month on monthly billing.

Vendor pricing page

Annature

eSignature and identity verification

A$1.75

per envelope

Identity verification is published separately at A$9.60 per verification.

Vendor pricing page

ChangeGPS

Advice and practice tools

From

A$158

per month

Tax Advice Bundle from A$158/month; Core Pro from A$966/month. ChangeGPS states prices exclude GST and require an annual commitment.

Vendor pricing page

Vendor list prices as published, as at 12 July 2026. Prices change; check the source.

Karbon publishes in US dollars. Every other price on this table is Australian dollars. Convert before you add anything up.

The money isn't really in the licences. It's in the hire you don't make — and in the eight systems you stop reconciling by hand.

The Solution

It takes three things to run an Australian practice.

Fedix Practice Manager runs the clients, the documents, the compliance and the communication. MyLedger takes raw records through a reconciled ledger, supporting working papers and a Special Purpose Financial Report. Fedix does not lodge. Your own Xero Tax, LodgeiT or other separate lodgement software finishes filing. We give you the first two and hand off cleanly to the third.

1From Fedix

Fedix Practice Manager

Clients, invoices, notes, ATO records, engagement and chase documents, e-sign, AML and KYC. The whole back office in one place.

2From Fedix

Fedix MyLedger

Raw records through a reconciled ledger, supporting working papers and a Special Purpose Financial Report. Fedix does not lodge.

3Yours

Your lodgement software

Xero Tax, LodgeiT, or other separate lodgement software your practice selects completes the filing.

Two of the three, built as one system. The third, handed off clean.

The practice manager and the ledger share one client record, so nothing is re-keyed between them, and the figures hand off to your lodgement software without re-keying.

FedixIllustration

You brief it

“Take on ACME Pty Ltd. Send them the engagement letter, ask for the documents, and get the bank statements in.”

It opened these

  • Engagement letter drafted from the client recordDone
  • Document checklist sent to the client portalDone
  • Bank statements read and filed against the engagementWorking
  • Covering email drafted - ready for your reviewYou

Your practice decides what stays drafted, what needs approval, and what runs automatically.

Request a Practice Review

THREE PRODUCTS. ONE PRACTICE SYSTEM.

Built around the clients
you actually serve.

From the quick individual return to the complex family group.
Choose a product. See where it fits. Follow the work through.

Every client relationship. One connected practice.

Less chasing. More client work.

Onboarding, engagement, quotes, invoices, documents, e-signatures, tax-return management and notes. Reduce repeated entry and follow-ups by keeping every step in the same client workflow.

  • Engagement, intake & e-sign
  • VOI, KYC & AML workflows
  • Quotes, invoices & direct debit
  • Relationships & group context
  • ATO, notes & task management
  • Client folders & SharePoint
Explore practice management
THE CLIENT EXPERIENCE, CONNECTEDProduct walkthrough
IntakeEngagementQuoteInvoice
Watch the onboarding walkthrough
THE WORK CONTINUES

FEDIX holds the relationships and daily work across all three client groups. Use MYLEDGER for ledger preparation and add FediPilot for deeper support, available through personally arranged access after training.

Find the workflow your team needs. Explore every product in detail.

Explore all features

PRODUCT ONE

Fedix Practice Manager

The complete back office for your practice — clients, invoices, notes, ATO records, engagement and chase documents, e-sign, AML and KYC. One place, and the place FediPilot works from.

BUILT INTO THE CLIENT RECORD

Engagement, billing and the ATO. One client record.

Three pieces of practice work that usually live in three separate tools are built into Fedix Practice Manager itself. Each one is shown below in the product, on a demo practice with fictional data.

Engagement

One click to a signed engagement letter.

Pick the template, the services and the fees. Send. The client signs on their phone with the built-in e-signature, and the signed PDF is generated, filed on the client record and emailed back. Next year, the annual re-engagement carries the details forward for the client to confirm.

Fedix does

Drafts the letter from the client record, sends it for signature, files the signed PDF and emails it back.

You do

Choose the terms and the client. What the engagement covers is your decision.

Watch it in the product

Recorded on a demo practice with fictional data. English narration with captions.

Quotes, invoices and payment

Billing built for a practice, not borrowed from a shop.

Quote the job. Convert the accepted quote to an invoice. Send it from the client record and let the client pay online by card or direct debit through your practice's Stripe account. Time, work in progress, quotes and invoices sit together, so revenue, aged receivables and WIP for the whole practice are in one place instead of across a billing tool, a spreadsheet and a bank feed.

Fedix does

Drafts the quote and the invoice from the engagement, sends them, records the payment and shows the practice its revenue, receivables and WIP.

You do

Set the fee, approve what goes out, and read the numbers. Online payment needs your own Stripe account; Stripe's fees and a 0.29% Fedix platform fee apply.

Watch it in the product

Recorded on a demo practice with fictional data. English narration with captions.

Clients, connected to the ATO

Client management that talks to the ATO.

Add a new client to your ATO client list from inside Fedix. Open the client's ATO tab and read their ATO account balances and prefill. See every client's lodgement status in one practice-wide list, refreshed from the ATO through Fedix's DSP integration (GovReports, under your practice's tax agent number), so the overdue work shows up before the client does.

Fedix does

Adds the client relationship at your instruction, reads prefill, account balances and lodgement status, and keeps the list current.

You do

Check what came back against your own records and decide what to act on. Fedix does not lodge.

Watch it in the product

Recorded on a demo practice with fictional data. English narration with captions.

The Copilot

Brief it once. It runs the practice.

The operating system for your practice’s back office—clients, documents, compliance and communication, in one place. You describe the outcome; the Copilot dispatches the work across the system and stops at every point where a human must decide.
Fedix drafts and prepares. Every figure and every document that leaves the practice stays yours to review and sign.
Fedixat ACME Tax & Advisory
Onboard ACME Pty Ltd. Send them our standard engagement letter, collect ID for the two directors, and book a 30-minute kickoff next Tuesday at 10am.
One link to ACME does the whole thing: engagement letter, director ID collection, and the kickoff booking. Plan: four steps across three apps. The engagement letter is drafted and waiting on your sign-off - it does not go out until you send it.

Preview only — try it in a Practice Review.

Plan for this brief

One link - four steps - three apps

Completed: Client created: ACME Pty Ltd

in CRM - ABN looked up - group assigned

just now
Needs your confirm: Engagement letter drafted - awaiting your sign-offAwaiting your review

in FediDoc - this workflow requires approval - Review

pending
Running: Director ID collection link prepared

in the Client Portal - two directors - documents read on upload

in 2s
Waiting: Kickoff booking held for Tue 10:00

in your calendar - confirms when ACME picks the slot

waiting on client
Needs your confirm: Identity check file assembled for your reviewAwaiting your review

your AML/CTF obligation is your own - Fedix only assists - Review

on upload

Nothing leaves outside the approval and automation rules your practice sets.

Tell it what you need

One message. Many clients, many tools, many steps. Your practice chooses which steps stay drafted, require approval, or run automatically.

It follows through

Fedix doesn't just kick off the task. It chases clients, retries failures and watches deadlines - then hands the finished draft back to you for review.

You stay the accountant

Set the control level per workflow: draft only, approval required, or automatic. Your accounting practice remains in control.

Bring us a real one

Pick a task that actually ate your week—an onboarding, a chase, an EOFY scramble. In a Practice Review we walk through how it would move through the system, on your own kind of file.

Fedix prepares. You review and sign.

Request a Practice Review

THE ATO, READ FOR YOU

It reads the ATO for you.

Fedix's DSP integration retrieves what the ATO already holds — income statements, prefill, activity statement history and lodgement status — and lays it against the client’s own documents so the gaps are visible before you start. This is not an ATO certification claim.

Income statements and prefill

What the ATO already holds for the client, laid out beside the documents the client gave you.

Activity statement history

Prior periods read in context, so an odd figure in this one is visible rather than assumed.

Lodgement status

What has been lodged and what has not, so the gaps show up before you start, not after.

Fedix does

Reads and prepares

Retrieves the ATO data, drafts the figures, and flags what is missing and what it is unsure about.

You do

Review and verify

You check the figures against the sources and decide what stands.

IDENTITY DOCUMENTS

Identity checks, without the paper chase.

Fedix collects the documents, extracts the fields, and keeps the file together so your checks are evidenced in one place.

Collects the documents

One link to the client. The identity documents come back to you without the back-and-forth.

Extracts the fields

Names, dates, document numbers and expiry dates are read off the document and put beside it.

Keeps the file together

The documents, the extracted fields and what you decided all sit in one place, on one file.

WHAT IT COSTS

$2.90 + GST per verification. Comparable identity checks are published at $10 or more. No monthly fee.

COMPLIANCE TRAINING

A plain-English walkthrough of how the KYC/AML workflow runs — so your team knows exactly what the tool does, and what stays their decision. Read the full compliance walkthrough.

Fedix does

Collects, extracts, files

Chases the documents, reads the fields off them, and keeps document and field together on the client file.

You do

Perform the check and decide

You verify the identity, apply your firm’s own AML/CTF programme, and record the decision. The judgement is yours.

WHOSE OBLIGATION THIS IS

Your AML/CTF obligation is your firm’s own, and it is non-delegable. Fedix assists you in discharging it. It does not discharge it for you, and it is not an AML/CTF service.

Document chasing

The documents arrive without you asking twice.

One link to the client. Fedix chases, receives, reads and files - and tells you the moment the file is complete.

One place for every document they owe you.

Branded to your firm, not ours.

Engagement letters, tax returns, ATO forms - signed on the phone, no app download.

Powered by FediDoc - built-in signing.

See who's stuck, who's done, who needs a nudge - live, without opening your inbox.

Your live intake dashboard.

Signing is built in.

Engagement letters and, where suitable for the document and permitted by applicable law and your practice procedures, tax returns and ATO declarations can be signed inside the portal. Your practice remains responsible for choosing the appropriate signing process and retaining the required evidence.

Part of Fedix, with a signed PDF and Certificate of Completion for each finished signing request.

The checklist writes itself.

Fedix looks at the client's return type, last year's documents and the ATO prefill, and drafts a checklist from "what do I still need?" - not a generic list. You edit it. The client ticks it off.

Pre-built ITR, company, trust and SMSF templates - editable per client.

Let clients confirm their own GST.

For every transaction the system is unsure about, the client sees a one-line question inside the portal and taps GST / No GST / Personal. Sorted by likelihood, so the awkward ones float to the top.

Hooks into MyLedger Share Link - no extra setup.

Your Chinese-speaking clients finally get it.

The portal flips between English and 中文 with one tap. Checklists, signing prompts, reminders, notifications - all translated, not machine-translated.

Auto-detects browser language on first visit.

See who's stuck, without asking.

See the current status of checklists, signature requests and uploaded files. Reminders follow the cadence you set, reducing the need to ask, "did you get my email?"

Per-firm reminder cadence, portal + SMS notification.

  1. Fedix does

    Drafts the document checklist for each client and chases it on the cadence you set.

    You do

    You decide what is on the list, and when the chasing stops.

  2. Fedix does

    Receives the files, reads them, and files them against the right engagement.

    You do

    You check what came in, and what is still missing.

  3. Fedix does

    Tells you the moment a client file is complete.

    You do

    You review what is in the file and sign it off.

Request a Practice ReviewGet started

We never contact your clients without your say-so.

Document automation · built for AU practices

The document, the email, and the diary entry. Drafted together.

Australian-drafted templates - engagement letters, fee proposals, ATO cover letters, trust distribution resolutions, ethical clearance, Div 7A loan agreements. Fedix fills the letter from the client record, drafts the covering email, and puts the deadline in your diary.

Fedix does

Drafts the letter from the client record, drafts the covering email to go with it, and adds the follow-up date to your diary - in one pass.

You do

Your practice decides whether the document stays as a draft, waits for approval, or sends automatically. Fedix does not lodge.

Template library

40+ AU-drafted. Pick one.

TPB-aligned
Preview library12 shown · 40+ available

The document, the email and the diary entry

Client data, your branding, your signature - drafted together.

PDF preview
Select a template.

Select a template

Fedix will fill it from the client record.

Six reasons partners stop fighting Word.

Every template in the library is wired to the client record, your letterhead and your signature block.

40+ Australian-drafted templates

Engagement letters, fee proposals, ATO audit covers, Div 7A loan agreements, trust distribution resolutions, ethical clearance, SMSF compliance and more. TPB-aligned - not repurposed US boilerplate.

Auto-filled from the client record

Name, ABN, TFN (vaulted), entity structure, director, shareholding, fee, engagement period, FY, partner-in-charge - all pulled live. No find-and-replace.

Practice branding, applied automatically

Logo, letterhead colours, typography, office address, partner signature blocks - stored once in Letterhead Themes and applied to every document.

Drafts the personal paragraph for you

The boilerplate is fixed. The one paragraph per client that usually eats your morning is drafted from the client's context. You edit if you want.

One click to Portal + eSign

Hit "Push to Portal". Client signs in-browser. Signed PDF lands back in the client record. No separate e-sign seat.

Bulk mail-merge, end-of-year safe

500 FY26 engagement letters on 1 July? Select template, select group, preview three samples, send. Each one individually personalised, branded and tracked.

Before - Word plus a separate signing tool

  • Producing the letterRetype or find-and-replace a Word doc
  • Client data entryManual find-and-replace
  • Template libraryWhatever Word doc the last partner saved
  • Practice brandingBranding varies per doc
  • SigningExport PDF, upload to a separate signing tool, chase
  • The covering email and the deadlineWritten by hand, diarised (or not) afterwards
  • TPB / AU compliance wordingLast updated by who-knows-when

With Fedix

TPB / AU
  • Producing the letterDrafted from the client record, ready for your review
  • Client data entryAuto-filled from the client record
  • Template library40+ AU-drafted, maintained annually
  • Practice brandingOne letterhead theme, applied everywhere
  • SigningOne click to portal, signed link back
  • The covering email and the deadlineDrafted with the document - your practice chooses draft-only, approval-required, or automatic sending
  • TPB / AU compliance wordingMaintained by Tax7, reviewed annually
New in FedixFedi-Pack

Fedi-Pack - the one-link tax return pack.

Bundle the client letter, financial statements, tax return and deduction worksheets into a single PDF for signature. One link to the client, one signature, one packaged record back - reusing the same template library you just saw.

See how Fedi-Pack fits into document collection and delivery
40+
templates drafted to include TPB-required disclosures, reviewed annually
1
letterhead theme, applied everywhere
You
review and sign every letter before it goes out
See the template libraryBook a 15-min walkthrough

Every document is drafted for a person to read, correct and send.

THE GROUP AND THE CORRESPONDENCE

The group, mapped. Every message, controlled.

A family group is not eight unrelated client files, and a reply is not a blank page. Fedix draws the structure, drafts correspondence and keeps email and SMS sends under the rules your practice sets.

Organisation chart

Entities, ownership and relationships, drawn from what you already hold.

Fedix does

Draws the structure

Reads the entities, the ownership and the relationships already on the client file, and lays them out as a chart.

You do

You confirm it is right

A chart is a drawing, not an opinion. Whether the structure is correct is your professional judgement, and you make it.

Group management

The whole family group in one place, not eight separate client files.

Fedix does

Holds the group together

The individuals, the trusts, the companies and the fund sit as one group, so work on one entity is visible against the rest.

You do

You decide what the group is

Who belongs in the group, and how the entities relate, is your call. Fedix keeps what you decide in one place.

Email drafting

The reply is written for you, in the context of the client and the job.

Fedix does

Drafts the reply

Reads the thread and the client file, and prepares the reply under the workflow control your practice selected.

You do

Your practice sets the send rule

Choose draft-only, approval-required, or automatic sending for this workflow, and change that rule whenever your process changes.

SMS, sent on your terms

Send a single SMS when you need it, or prepare a bulk SMS for an explicitly approved audience. Configurable SMS reminders follow the timing your practice sets.

Fedix does

Drafts bulk SMS first

Fedix prepares the bulk message and recipient list as a draft, and follows only the reminder cadence your practice configures.

You do

You control every send

A team member sends each single SMS. An authorised user must explicitly approve a bulk SMS before it is sent.

YOUR PRACTICE SETS THE RULE

Your practice chooses whether Fedix drafts, waits for approval, or sends automatically. The workflow remains under the accounting practice's control.

THE CAPABILITIES

What Fedix Practice Manager runs for you.

The front-office grind, handled in one place instead of across a stack of disconnected tools. Engagement letters go out in a click, the ATO portal is worked from inside the practice, e-signing is built in and free, and the follow-up chases itself — and your practice decides which outbound workflows are draft-only, approval-required, or automatic.

One-click engagement letters

Send an engagement letter in a single click. Once the client signs, the PDF is generated, filed to the client record and emailed back automatically.

Fedix does

Sends, then files the signed copy

Fedix issues the letter, tracks the signature, and on completion generates the signed PDF, files it and emails it back — no manual assembly.

You do

You choose the terms and the client

What the engagement covers, and who it goes to, is your decision. Fedix does the sending and the filing around it.

Work with ATO data in Fedix

Retrieve prefill and keep lodgment status current through Fedix's DSP integration, with the workflow managed inside the practice.

Fedix does

Adds, pulls prefill, syncs status

Uses Fedix's DSP integration to retrieve prefill and keep lodgment status current.

You do

You review what came back

Prefill and status are read from the ATO. You check them against your own records before you act on them.

XPM client sync — accountant-controlled

Connect Xero Practice Manager to import, compare and push client records. Once enabled, Fedix can keep client changes in XPM up to date; imports from XPM and conflict resolution stay under your team’s control.

Fedix does

Keeps approved client changes current

Once you enable the connection, Fedix can push client-record changes to Xero Practice Manager.

You do

You control imports and conflicts

Your team chooses when to import from XPM, compares the records and resolves any conflict.

Free built-in e-signature

E-signing is built into Fedix at no extra charge. Send a document, collect the signature and keep the signed PDF and Certificate of Completion on the file.

Fedix does

Collects the signature

Issues the signing request, tracks it, and produces the signed PDF and Certificate of Completion. Your practice decides whether that evidence is suitable for the document and purpose.

You do

You decide what gets signed

Which document goes out for signing is your call. Fedix runs the signing workflow around your decision.

Onboarding, run to a wizard

New clients come on board through a guided onboarding flow, so nothing is missed and the file is set up right from day one.

Fedix does

Walks the client through it

Steps the client through identity, documents and details, and assembles what comes back into the client file.

You do

You accept the file as complete

Whether the onboarding is sufficient for the engagement is your professional call, and you make it.

Document collection that chases itself

Request the documents once and Fedix runs the follow-up cascade — reminders and re-requests — until the outstanding items come in.

Fedix does

Chases until it lands

Sends the request, tracks what is outstanding, and runs the reminder cascade so you are not the one chasing.

You do

You decide what you needed

Which documents the engagement requires, and whether what came back is enough, stays your decision.

AML / CTF AND IDENTITY CHECKS

The AML/CTF program tools are included. KYC identity verification is $2.90 + GST per check. Your AML/CTF obligation stays your firm’s own and non-delegable — Fedix assists you in evidencing it; it does not discharge it for you.

YOUR PRACTICE SETS THE OUTBOUND RULE

Choose which workflows stay draft-only, require approval, or run automatically.

THE FRONT OFFICE ENDS IN A NUMBER

Every one of those jobs ends in a figure that has to be right.

PRODUCT TWO

Fedix MyLedger

For clients who never kept a ledger, MyLedger takes raw bank records through a reconciled ledger, working papers and a Special Purpose Financial Report. Fedix does not lodge; your practice chooses its lodgement software.

THE DROP-IN

Drop in the bank statements. Review the financial statements.

Any bank statement, PDF or CSV, any Excel the client sends: drop it into MyLedger. The transactions are read, coded and reconciled, the working papers are built, and the Special Purpose Financial Report comes out as a draft. You review, adjust and finalise. The ground work is the machine’s. The judgement is yours.

  1. 01
    MyLedger does

    Drop it in

    A PDF bank statement the client photographed, a CSV export, any Excel the bookkeeper kept, or a live open-banking feed. MyLedger reads the rows out of whatever it is given.

    Watch this step

    Recorded on a demo practice with fictional data. English narration with captions.

  2. 02
    MyLedger does

    The ledger and the working papers build themselves

    Transactions are coded and matched with AI suggestions you accept or change in one click. The reconciled ledger and the supporting working papers come out of the same pass, every figure traced to its source row.

    Watch this step

    Recorded on a demo practice with fictional data. English narration with captions.

  3. 03
    MyLedger does

    The financial statements are ready for your review

    The Special Purpose Financial Report, the BAS summary and the taxable income reconciliation are prepared from the reconciled ledger, on your practice's letterhead, waiting for you.

    Watch this step

    Recorded on a demo practice with fictional data. English narration with captions.

  4. 04
    You do

    You review and finalise

    Open the draft, adjust what only you know about the client, finalise. Then carry the numbers into your own lodgement software. Fedix does not lodge.

WHAT COMES OUT

Raw records in. A reconciled ledger, supporting working papers and a draft Special Purpose Financial Report out, for you to review and finalise. Fedix does not lodge; your practice chooses the lodgement software used for filing.

THE WORKFLOW

Three steps to a clean ledger

From a shoebox of bank statements to a reconciled ledger, supporting working papers and a Special Purpose Financial Report. Fedix does not lodge; your practice completes filing in separate lodgement software.

3

Deliver

You get a reconciled ledger, working papers and a Special Purpose Financial Report. Fedix does not lodge; you choose the separate lodgement software that completes the filing.

1

Ingest

Drop in any bank statement - PDF, scanned copy, even a screenshot. MyLedger reads it and prepares the extracted rows for review.

2

Rebuild

AI suggests categorisation and matches. You review and approve with one click.

THE LEDGER ENGINE

From raw records to a review-ready reporting pack.

MyLedger is for the clients who never kept a ledger — the micro businesses that hand you a shoebox of bank data. It produces a reconciled ledger, supporting working papers and a Special Purpose Financial Report. Fedix does not lodge; your practice uses separate lodgement software for filing. Already on Xero? Xero is built for businesses that keep their own books day to day. MyLedger sits alongside it, for the accounts Xero was never set up to catch up on. Take it on its own, or as part of the whole system.

Raw bank records in reconciled, reconciled ledger, working papers and reporting pack out

AutoRecon

The reconciliation arrives drafted. Colour-similarity bars cluster matching narratives and Smart Sort strips bank noise, so like transactions group together on load.

Fedix does

Drafts the coding

AI codings arrive as ghost text in the Comment and Accounting Category cells, alongside autofill, undo/redo, autosave, and split with Orig / Spli / Rcpt badges.

You do

You accept them, key by key

Nothing is applied silently. A ghost coding stays a suggestion until you take it.

Share Link

One click sends the client a link to review unclear transactions in the same Smart-Sorted grid you see. Upload invites replace email attachments.

Fedix does

Asks the client, and tracks the answer

Editable GST Flag and GST Amount columns let the client confirm GST themselves, with viewed and submitted tracking and reminders built in.

You do

You decide what the answer means

A client confirmation is evidence, not a determination. The GST treatment is your call and it stays your call.

Xero, both ways

Read contacts, invoices, bank transactions, P&L, balance sheet, tax rates and tracking categories. Trial Balance comparison, sync history log, webhook listener.

Fedix does

Drafts the write, and holds it

Invoice, contact, journal, payment, credit note, bank transfer, inventory item, or a Chart of Accounts push. Prepared, and held.

You do

You approve before anything posts

Nothing reaches Xero without you. It is not a one-way pipe, and it is not an unattended one.

Built for AU tax

GST, taxable income, Division 7A, Depreciation (Div 40 + Div 43) and FBT. The Australian numbers reconciled in the ledger rather than beside it.

Fedix does

Reconciles the AU tax numbers

GST-flag audit across the year. Reconciliation to taxable income and tax payable. Div 7A on ATO benchmark rates with a year-by-year schedule. Depreciation on ATO Effective Life, diminishing value and prime cost. FBT flags likely Type 1 / Type 2 benefits.

You do

You review every figure

Every number is held for you to check against its source before you carry it into your own software.

It reads the PDFs clients actually send

Scanned bank statements, receipts, rental property statements, loan amortisation schedules, spreadsheets and CSVs.

Fedix does

Turns paper into rows

Receipts are auto-matched to transactions and loan schedules are split into principal and interest. Upload it and it comes back as journal-ready transactions.

You do

You check what it read

An extraction is a reading of a document, not a fact about it. The rows land in front of you to check.

Open Banking and ATO feeds

A CDR-accredited Adatree integration pulls bank transactions from the accountant side, with no client-side bank feed setup.

Fedix does

Brings the data in

ATO ingestion imports tax payments, refunds and activity statements. ATO Suspense Account logic matches bank payments to ATO imports and reclassifies. Cross-account bank transfers are auto-detected.

You do

You confirm the matches

A suspense match and a transfer detection are proposals. You confirm them before they stand.

It arrives reconciled

The reconciliation and the working papers are done, and the numbers are summarised, before you open them.

Every figure has a source

Click a number and land on the document page it came from. A figure with no source is flagged.

The numbers hand off clean

Categorised, reconciled figures and working papers, exported and ready to carry into your own lodgement software.

Run every day by Tax7, a registered Australian practice.

WHAT MYLEDGER COSTS

Ledger plans from A$249 + GST / month. Choose the band for your practice size.

No separate subscription for every client ledger. Six-month initial term, then monthly. Four onboarding sessions and 269 monthly AI credits are included; Firm combines Practice and MYLEDGER with 899 monthly AI credits.

WHAT MYLEDGER HANDS YOU

MyLedger prepares the reconciled ledger, working papers and Special Purpose Financial Report. Fedix does not lodge; you choose the lodgement software used for filing.

MyLedger is the accounting engine inside Fedix. Take it on its own, or take it as part of the whole system.

Get startedRequest a Practice Review
THE HAND-OFF

MyLedger takes raw records through a reconciled ledger, working papers and a Special Purpose Financial Report. Fedix does not lodge. Your practice chooses the separate lodgement software used for filing -- and FediPilot can fill it in for you to check.

A useful tool today.
A different kind of
practice tomorrow.

Start wherever your practice is now. The real value grows when the client relationship, the accounting and the preparation work run together as one system.

Explore your four-week onboarding
01

Start with a job that matters.

An engagement, a client intake, or a year of bank statements. Put one workflow to work first.

02

Connect the next handover.

Keep client details, documents, quotes, invoices and notes in context as work moves through the practice.

03

Make it your practice system.

Your subscription includes four weeks of onboarding: data migration, FEDIX setup, MYLEDGER training and complex-client workflow planning.

PLANS FOR YOUR PRACTICE

Choose your starting point.
Build the connected practice.

Choose MYLEDGER, FEDIX or both. Find the plan that fits your practice size.

See plans for your practice
Ledger / fromA$249per month, excl. GST
6-month initial term
269 AI credits / monthPractice / fromA$299per month, excl. GST
6-month initial term
269 AI credits / monthFirm / fromA$399per month, excl. GST
6-month initial term
899 AI credits / month

Created by accountants.
Built from the work itself.

FEDIX and MYLEDGER grew out of running an Australian accounting practice. Tax7 uses the platform in its own practice. That practical foundation shapes what we build next.

Our story SecurityExplore integrations
XeroMYOBMicrosoft Teams

Connect with your existing tools. See the supported integrations and import options.

Core data stored at rest in Australia. AI providers may process data overseas. Read our privacy policy.

See the system in action

Before you say yes

This will hurt. We are not going to pretend otherwise.

You give up habits you have had for years. You redesign how the work moves through your firm. Your team will struggle for a while.

Your subscription includes four onboarding sessions over four weeks: migration and integrations, FEDIX training, MYLEDGER training and tailored FediPilot workflow planning. The initial term is six months, followed by month-to-month renewal. We migrate your data, rebuild your workflows, and train every person in your firm. We are not handing you a login and wishing you luck.

What the onboarding actually is

  • We migrate your data.
  • We rebuild your workflows.
  • We train every person in your firm.
  • Week 1: migration and integrations.
  • Week 2: FEDIX training A.
  • Week 3: MYLEDGER training B.
  • Week 4: FediPilot training C, with personally arranged one-to-one communication, installation and training.

Choose the plan for your practice size. Four-week onboarding is included. FediPilot is available to existing MYLEDGER or FEDIX users after training. We personally arrange one-to-one communication, installation and training.

Request a Practice ReviewGet started

The other side

Come out the other side, and the firm is not the same firm.

A practice that runs on AI is a different asset from one that runs on people — whether you keep it or sell it one day.

Request a Practice Review

You Make the Decisions. Fedix Does the Work.

Your practice decides what Fedix can do: draft only, wait for approval, or run automatically. You control every workflow. Fedix does not lodge.

AI proposes, you accept

Colour-coded confidence per row. AI codings arrive as ghost text you accept key-by-key - never silently auto-applied. Full undo/redo and autosave.

Your practice sets the control level

Set each workflow to draft only, require approval, or run automatically. The accounting practice controls what Fedix may do and can change that setting as its processes evolve.

Copilot write approvals are recorded

When Copilot asks you to approve a write, Fedix retains an audit record of who approved it, when, and what was approved.

Fedix enhances accountant expertise - it does not replace professional judgment.

We run our own practice on it.

No quotes. No logos. No numbers we cannot produce.

Run every day by a registered Australian tax practice

Tax7 is a real, registered Australian tax practice. It runs its own compliance work on Fedix - the same product on this page, on its own client files, every day. That is the proof we have, and it is the only proof we will claim.

SECURITY

The question you actually have to answer to your partners.

It is the number one reason AU firms do not adopt AI, and a vague answer is worse than no answer. So here is ours, including the part that is inconvenient for us.

Australian storage, with overseas AI processing disclosed.

Core data is stored at rest in Australia. AI-assisted features may process content overseas through OpenAI and Anthropic in the United States and Mistral AI in France. Uploaded documents may contain client identifiers, so practices should make the disclosure appropriate for their engagement.

Uploaded documents may include identifiers

OCR must read the document it receives. If an uploaded document contains a TFN, bank account number or another identifier, that content may be processed by the overseas AI provider.

AES-256 at rest, TLS 1.3 in transit

Encrypted stored, encrypted moving. Access is scoped per practice.

Copilot approval records are retained

When Copilot asks you to approve a write, Fedix retains an audit record of who approved it, when, and what was approved.

We run to an ISO 27001-aligned control set. We are not ISO 27001 certified, and we will not say we are until we are.

View security details
Integrations

It plugs into what you already run.

Xero, banks and Microsoft 365 connect directly — the rest is everything else your practice already has open.

Xero

Xero

Bi-directional sync of accounts, invoices, and contacts

LiT

LodgeiT

Data import

Import and export return data.

XPM

Xero Practice Manager

Accountant-controlled: import, compare and push client records; your team controls inbound changes and conflicts

MYOB

MYOB

Data import

Import MYOB data via CSV export (not a live sync)

ATO

ATO

Prefill and lodgement-status data through Fedix's DSP integration

CBA·ANZ NAB·WBC

Major Banks

Direct bank feeds via Open Banking

Stripe

Stripe

Subscription billing and payment collection

Microsoft 365

Email, calendar, and Teams via Graph API

SharePoint

SharePoint

Document management and cloud folders

Microsoft Teams

Microsoft Teams

Meeting scheduling and transcription

Dropbox

Dropbox

Cloud folder sync with 30-day retention

Google Workspace

OAuth, Gmail, Calendar, and Drive

ASIC

ASIC

Company-name availability and Corporations Act naming checks

Fedix reads the data in and hands the reconciled numbers back out.

Two ways to start.

Start self-serve for a published monthly price. Or take the whole transformation: we migrate your data, rebuild your workflows and train every person in your firm, priced per practice after a Practice Review.

Ledger / Self-serve

From A$249 + GST / month

For solo practitioners and small teams. Six months initially, then month-to-month, with 269 monthly AI credits and four-week onboarding included.

The whole transformation

Priced per practice

Choose Ledger, Practice or Firm by practice size. Four onboarding sessions over four weeks are included in your subscription.

Request a Practice ReviewStart now