Explore the FEDIX system
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Practice management, client accounting and AI-assisted preparation. Explore the tools your team can put to work, one client job at a time.
34 workflows and feature guides
Practice management
FEDIX
Keep the client relationship, the admin and the work in one place.Explore the productEngagement & re-engagement
Prepare the engagement, obtain acceptance and bring returning clients into the next year.
Explore workflowOnboarding intake forms
Collect the information and documents needed to start the job.
Explore workflowQuotes, invoices & direct debit
Connect the agreed scope with invoicing, client-authorised direct debit and payment follow-up.
Explore workflowDocument e-signatures
Send documents for signing and retain the signed PDF and completion record.
Explore workflowSend tax returns / Beta
Send prepared returns for e-signature with the client and invoice matched, track the status and review the signed return before lodgement.
Explore workflowVOI / KYC / AML
Collect identity evidence, review extracted details and record your verification decision.
Explore workflowTax-return management
Track the work, due dates and status through the practice.
Explore workflowNotes & client history
Keep context with the client so the next team member can pick up the work.
Explore workflowJobs & task management
See the work in progress, responsibilities and what needs attention.
Explore workflowClient portal
Give clients a place to provide documents and complete their next steps.
Explore workflowATO data & status
Retrieve authorised prefill, income statements, activity statement history and lodgement status for review.
Explore workflowRelationships & group compliance
Map entity relationships and review outstanding ATO obligations, due dates and balances across the group.
Explore workflowDocuments & connected client folders
Link client records with configured SharePoint or Dropbox folder workflows.
Explore workflowOptional AI & email workflows
Explore document assistance and contextual email drafts under practice-selected review and sending controls.
Explore workflowSMS & reminders
Send individual messages, approve bulk SMS and configure reminder timing.
Explore workflowAccounting preparation
MYLEDGER
Move from raw records to the ledger, working papers and financial statements.Explore the productBank statement PDF to ledger
Bring PDFs, scanned statements and screenshots into a reviewable ledger.
Explore workflowPrior-year imports
Start from prior-year financial statements or a trial balance and review opening balances.
Explore workflowAI reconciliation
Review proposed transaction coding, matches and exceptions.
Explore workflowGST reconciliation
Compare the ledger with lodged BAS and investigate the differences.
Explore workflowATO account reconciliation
Reconcile ATO account records and the ledger with your review.
Explore workflowTaxable income reconciliation
Prepare the bridge between the accounts and the tax adjustments for review.
Explore workflowActivity statement reporting
Explore reviewed activity-statement reporting and supporting detail.
Explore workflowFinancial statements
Prepare a Special Purpose Financial Report with the statements your client needs.
Explore workflowWorking papers
Keep supporting schedules and reconciliations alongside the accounts.
Explore workflowPractice branding
Apply your practice identity to financial reporting.
Explore workflowReceipt matching
Upload receipts in bulk and review proposed transaction matches.
Explore workflowSegment reporting
Explore profit and loss by location, department or project.
Explore workflowATO benchmarks
Compare the business with relevant industry benchmarks.
Explore workflowGST coding
Explore GST coding suggestions and reconciliation workflows.
Explore workflowAI practice assistant
FediPilot
Available to existing MYLEDGER or FEDIX users after personally arranged one-to-one installation and training. Direct preparation and keep accountant review.Explore the productMulti-entity client groups
Prepare with context across individuals, companies, trusts and the SMSF.
Explore workflowDocument-to-workpaper preparation
Organise sources and prepare structured working-paper drafts.
Explore workflowSupported draft-return filling
Carry preparation into supported tax-software workflows for accountant review.
Explore workflowGroup demonstration
Explore nine synthetic entities, source documents and group review items.
Explore workflowReview & open items
Keep missing evidence, conflicting figures and judgement questions visible.
Explore workflowIncluded in your subscription
Four weeks to put the system to work.
Data migration, practice setup, MYLEDGER training and a tailored plan for complex clients.Features
Explore Fedix features: MyLedger automated bookkeeping, ATO onboarding, bank reconciliation, and practice workflows.
Core Features
MyLedger: Turn messy inputs into reviewable, BAS/tax-ready outputs
Practice subscription
Practice Manager: Streamline practice operations and client management