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.
MyLedger takes raw bank records through reconciliation, working papers and a Special Purpose Financial Report. Fedix does not lodge; your practice chooses its lodgement software. Fedix Practice Manager brings the rest together — clients, documents, compliance, ATO data and e-signing — in one place, not a stack of disconnected tools.
Seven or eight tools. None of them talking to each other. You are the glue.
Ledger
Practice manager
Document storage
Time billing
Tax software
Spreadsheets
E-sign
The cost reckoning
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.
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.
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.
Karbon
Practice management
US$59 - 89
US dollarsper 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.
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.
Docusign
eSignature (Australia)
A$37 - 59
per user, per month
Standard A$37, Business Pro A$59 per user per month on monthly billing.
Annature
eSignature and identity verification
A$1.75
per envelope
Identity verification is published separately at A$9.60 per verification.
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 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.
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 — and nobody else joins all three up.
Clients, invoices, notes, ATO records, engagement and chase documents, e-sign, AML and KYC. The whole back office in one place.
Raw records through a reconciled ledger, supporting working papers and a Special Purpose Financial Report. Fedix does not lodge.
Xero Tax, LodgeiT, or other separate lodgement software your practice selects completes the filing.
No one else does this end to end.
Every other vendor sells you one piece and leaves you to wire it to the rest. Fedix is built as one system, and it hands off to yours without re-keying.
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
Your practice decides what stays drafted, what needs approval, and what runs automatically.
PRODUCT ONE
The complete back office for your practice — clients, invoices, notes, ATO records, engagement and chase documents, e-sign, AML and KYC. One place.
Preview only — try it in a Practice Review.
One link - four steps - three apps
in CRM - ABN looked up - group assigned
in FediDoc - this workflow requires approval - Review
in the Client Portal - two directors - documents read on upload
in your calendar - confirms when ACME picks the slot
your AML/CTF obligation is your own - Fedix only assists - Review
Nothing leaves outside the approval and automation rules your practice sets.
One message. Many clients, many tools, many steps. Your practice chooses which steps stay drafted, require approval, or run automatically.
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.
Set the control level per workflow: draft only, approval required, or automatic. Your accounting practice remains in control.
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 ReviewTHE ATO, READ 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.
What the ATO already holds for the client, laid out beside the documents the client gave you.
Prior periods read in context, so an odd figure in this one is visible rather than assumed.
What has been lodged and what has not, so the gaps show up before you start, not after.
Retrieves the ATO data, drafts the figures, and flags what is missing and what it is unsure about.
You check the figures against the sources and decide what stands.
IDENTITY DOCUMENTS
Fedix collects the documents, extracts the fields, and keeps the file together so your checks are evidenced in one place.
One link to the client. The identity documents come back to you without the back-and-forth.
Names, dates, document numbers and expiry dates are read off the document and put beside it.
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, and your first 10 verifications are free.
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.
Chases the documents, reads the fields off them, and keeps document and field together on the client file.
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.
One link to the client. Fedix chases, receives, reads and files - and tells you the moment the file is complete.
Hi Sarah - 3 things to finish
Tax return 2025 - documents we need
Engagement letter ready to sign
One place for every document they owe you.
Branded to your firm, not ours.
Engagement Letter - Tax Return 2025
Tax7 Group & Sarah Chen
Engagement letters, tax returns, ATO forms - signed on the phone, no app download.
Powered by FediDoc - built-in signing.
Client intake status
| Client | Checklist | Engagement | Last nudge | Status |
|---|---|---|---|---|
| Sarah Chen | 6 / 8 done | Signed Apr 14 | auto (3d ago) | Waiting on 2 |
| Michael Wong | 8 / 8 done | Signed Apr 09 | - | Ready for prep |
| Priya Patel | 2 / 9 done | Sent Apr 18 | auto (today) | Stalled |
| Ming Lee | 9 / 9 done | Signed Apr 02 | - | Ready for prep |
| Jack O'Brien | 0 / 7 done | Not sent | - | Needs action |
See who's stuck, who's done, who needs a nudge - live, without opening your inbox.
Your live intake dashboard.
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.
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.
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.
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 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.
Drafts the document checklist for each client and chases it on the cadence you set.
You decide what is on the list, and when the chasing stops.
Receives the files, reads them, and files them against the right engagement.
You check what came in, and what is still missing.
Tells you the moment a client file is complete.
You review what is in the file and sign it off.
We never contact your clients without your say-so.
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.
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.
Your practice decides whether the document stays as a draft, waits for approval, or sends automatically. Fedix does not lodge.
40+ AU-drafted. Pick one.
Client data, your branding, your signature - drafted together.
Select a template
Fedix will fill it from the client record.
Every template in the library is wired to the client record, your letterhead and your signature block.
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.
Name, ABN, TFN (vaulted), entity structure, director, shareholding, fee, engagement period, FY, partner-in-charge - all pulled live. No find-and-replace.
Logo, letterhead colours, typography, office address, partner signature blocks - stored once in Letterhead Themes and applied to every document.
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.
Hit "Push to Portal". Client signs in-browser. Signed PDF lands back in the client record. No separate e-sign seat.
500 FY26 engagement letters on 1 July? Select template, select group, preview three samples, send. Each one individually personalised, branded and tracked.
Bundle the engagement letter, ID verification, payment authority and intake questionnaire into a single signed PDF. 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 onboarding and document collectionEvery document is drafted for a person to read, correct and send.
THE GROUP AND THE CORRESPONDENCE
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.
Entities, ownership and relationships, drawn from what you already hold.
Reads the entities, the ownership and the relationships already on the client file, and lays them out as a chart.
A chart is a drawing, not an opinion. Whether the structure is correct is your professional judgement, and you make it.
The whole family group in one place, not eight separate client files.
The individuals, the trusts, the companies and the fund sit as one group, so work on one entity is visible against the rest.
Who belongs in the group, and how the entities relate, is your call. Fedix keeps what you decide in one place.
The reply is written for you, in the context of the client and the job.
Reads the thread and the client file, and prepares the reply under the workflow control your practice selected.
Choose draft-only, approval-required, or automatic sending for this workflow, and change that rule whenever your process changes.
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 prepares the bulk message and recipient list as a draft, and follows only the reminder cadence your practice configures.
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
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.
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 issues the letter, tracks the signature, and on completion generates the signed PDF, files it and emails it back — no manual assembly.
What the engagement covers, and who it goes to, is your decision. Fedix does the sending and the filing around it.
Retrieve prefill and keep lodgment status current through Fedix's DSP integration, with the workflow managed inside the practice.
Uses Fedix's DSP integration to retrieve prefill and keep lodgment status current.
Prefill and status are read from the ATO. You check them against your own records before you act on them.
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.
Once you enable the connection, Fedix can push client-record changes to Xero Practice Manager.
Your team chooses when to import from XPM, compares the records and resolves any conflict.
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.
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.
Which document goes out for signing is your call. Fedix runs the signing workflow around your decision.
New clients come on board through a guided onboarding flow, so nothing is missed and the file is set up right from day one.
Steps the client through identity, documents and details, and assembles what comes back into the client file.
Whether the onboarding is sufficient for the engagement is your professional call, and you make it.
Request the documents once and Fedix runs the follow-up cascade — reminders and re-requests — until the outstanding items come in.
Sends the request, tracks what is outstanding, and runs the reminder cascade so you are not the one chasing.
Which documents the engagement requires, and whether what came back is enough, stays your decision.
AML / CTF AND IDENTITY CHECKS
The AML/CTF program is free. KYC identity verification is $2.90 + GST per check, with your first 10 free. 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.
Every one of those jobs ends in a figure that has to be right.
PRODUCT TWO
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 WORKFLOW
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.
THE LEDGER ENGINE
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
The reconciliation arrives drafted. Colour-similarity bars cluster matching narratives and Smart Sort strips bank noise, so like transactions group together on load.
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.
Nothing is applied silently. A ghost coding stays a suggestion until you take it.
One click sends the client a link to review unclear transactions in the same Smart-Sorted grid you see. Upload invites replace email attachments.
Editable GST Flag and GST Amount columns let the client confirm GST themselves, with viewed and submitted tracking and reminders built in.
A client confirmation is evidence, not a determination. The GST treatment is your call and it stays your call.
Read contacts, invoices, bank transactions, P&L, balance sheet, tax rates and tracking categories. Trial Balance comparison, sync history log, webhook listener.
Invoice, contact, journal, payment, credit note, bank transfer, inventory item, or a Chart of Accounts push. Prepared, and held.
Nothing reaches Xero without you. It is not a one-way pipe, and it is not an unattended one.
GST, taxable income, Division 7A, Depreciation (Div 40 + Div 43) and FBT. The Australian numbers reconciled in the ledger rather than beside it.
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.
Every number is held for you to check against its source before you carry it into your own software.
Scanned bank statements, receipts, rental property statements, loan amortisation schedules, spreadsheets and CSVs.
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.
An extraction is a reading of a document, not a fact about it. The rows land in front of you to check.
A CDR-accredited Adatree integration pulls bank transactions from the accountant side, with no client-side bank feed setup.
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.
A suspense match and a transfer detection are proposals. You confirm them before they stand.
The reconciliation and the working papers are done, and the numbers are summarised, before you open them.
Click a number and land on the document page it came from. A figure with no source is flagged.
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
$199 + GST / month. Includes 500 ledgers. Beyond that, just $0.39/month per extra ledger.
That’s under 40 cents per ledger. One flat monthly price for the accounting engine — the whole-system price is quoted per firm after a Practice Review.
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.
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.
Before you say yes
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.
That is exactly why we charge an onboarding fee and ask for twelve months. 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
Onboarding and platform pricing is quoted per firm, after a Practice Review of how your work actually moves today.
The other side
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.
Your practice decides what Fedix can do: draft only, wait for approval, or run automatically. You control every workflow. Fedix does not lodge.
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.
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.
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.
No quotes. No logos. No numbers we cannot produce.
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.
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.
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.
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.
Encrypted stored, encrypted moving. Access is scoped per practice.
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.
Xero, banks and Microsoft 365 connect directly — the rest is everything else your practice already has open.

Bi-directional sync of accounts, invoices, and contacts
Import and export return data.
Accountant-controlled: import, compare and push client records; your team controls inbound changes and conflicts

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

Prefill and lodgement-status data through Fedix's DSP integration
Direct bank feeds via Open Banking
Subscription billing and payment collection
Email, calendar, and Teams via Graph API
Document management and cloud folders

Meeting scheduling and transcription

Cloud folder sync with 30-day retention
OAuth, Gmail, Calendar, and Drive

Company-name availability and Corporations Act naming checks
Fedix reads the data in and hands the reconciled numbers back out.
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.
Self-serve
$199 + GST / month
For solo practitioners and small teams. Start now, on a 12-month term, with a metered AI usage allowance sized in your quote.
The whole transformation
Priced per practice
Data migration, workflow rebuild and firm-wide training, quoted after a Practice Review.