Practice management
Every FEDIX feature
Practice management for Australian accounting firms: clients, engagement, compliance, jobs, billing, documents, e-signatures, communication and ATO information in one place.
Clients & contacts
The client book at the centre of the practice: every record, relationship, note, folder and per-client workspace in one place, so anyone on the team can pick up the file.
Client list and search
Find any client in the practice by name, reference or TFN from one searchable, filterable and sortable list.
VideoClient workspace
One page per client, with tabs for summary, profile, services, relationships, ATO information, identity, compliance, tasks, notes, time, billing and activity.
VideoCreate and maintain client records
Add, update and remove client records, including bulk removal and lodgment-reminder settings, so the client book stays accurate.
VideoMerge duplicate clients
Combine two records for the same client into one and keep the related history attached.
Client reference codes
Generate and check practice-unique client reference codes so every client gets a consistent code without clashes.
Client import and LodgeiT export
Bring a legacy client book in from CSV, and export the list of returns awaiting lodgement in a format LodgeiT can take in.
Client addresses
Keep postal, residential and business addresses separately on each client record.
Client relationships
Record who is related to whom (spouse, director, trustee, beneficiary and more) using relationship types your practice defines.
VideoContact and email preferences
Record each contact's email opt-in and preferred channels, with unsubscribe links that respect their choice.
Client notes
Capture calls, decisions and advice as rich notes on the client file, with autosaved drafts the whole team can see.
VideoAppointment notes with client sign-off
Record meeting notes against the client, export them to PDF and send them to the client for e-signature.
VideoAI client memory
Keep the facts the AI assistant learns about a client and about your practice, and let staff review and manage them.
VideoSignatory resolution
Work out who signs for a client entity (director, trustee or partner) so documents go to the right person.
Client cloud folders
Link each client to their OneDrive, SharePoint or Dropbox folder, match folders automatically, create a folder structure and keep it in sync.
VideoMultiple folder sources per client
Attach more than one cloud folder to a client, choose the primary one, and sync or push documents to it.
Outstanding lodgements per client
See every outstanding lodgement for a client across years in one list.
Client cover pages
Generate a branded cover page for a client pack in your practice style.
Identify the client from a document
Upload an unlabelled document and Fedix suggests which client it belongs to, for you to confirm.
Document classification preview
Preview how AI would classify a document into the client's document structure before it is filed.
Client tax timeline
Publish a per-client tax timeline that the client can see in their portal, so they know where their return is up to.
Invite clients to the portal
Send a client portal invitation by email (with a preview) or by SMS.
Client payment status badges
See each client's payment and overdue status as a badge on the client list.
Client groups & org charts
Handle families and business groups as one unit: group health, fees, status reports, shared folders and org charts that explain who owns what.
Client groups
Group related clients such as a family or a business group, and create, merge, split or dissolve groups as structures change.
VideoGroup health and ATO summary
Score the health of a client group, flag anomalies and summarise the ATO position across every member.
Group fee summary
See fees and billing for a whole client group in one aggregated summary.
Group cloud folder
Link one shared cloud folder to a client group so group documents sit together.
Group status reports
A live status report for each group, with a PDF version and scheduled emails so partners see where every group stands.
Group org charts
Draw a visual org chart of a group, with positions, notes and supporting nodes, or generate one from recorded relationships.
Engagement, onboarding & intake
Bring new and returning clients on board: engagement and re-engagement letters, intake forms, authorisations, ethical clearance and a guided start for new practices.
Engagement letters by secure link
Send engagement letters through a password-protected link, track their status, keep the signed PDF and send in bulk.
VideoAnnual re-engagement
Send yearly re-engagement letters where clients verify their identity, then confirm their details and the scope of work.
VideoEngagement co-signing
Let several signatories co-sign one engagement letter, with reminders and the option to cancel.
VideoNew-client intake form
Give prospective clients a protected public form to submit their details through a Fedix link.
VideoSTP authorisation requests
Generate and send Single Touch Payroll authorisation letters to clients and track their status in one worklist.
Ethical clearance requests
Send an ethical clearance request to a new client's previous accountant, who replies on a simple response page.
Practice welcome hub
A welcome page for new practices with setup milestones, a demo client and a test engagement to try.
Demo practice
Create a practice filled with fictional data to explore or train in, and reset or delete it when you are done.
Onboarding help emails
New practices receive a staged series of help emails while they get started, and can unsubscribe at any time.
Compliance: KYC, AML & AUSTRAC
Tools that assist with identity verification, customer risk assessment, DFAT sanctions screening and AML/CTF record keeping. Your practice remains the reporting entity and makes every decision.
KYC and AML dashboard
One dashboard of customer assessments, showing what is expiring, what is incomplete and where the practice stands overall.
VideoCustomer risk assessments
Record a risk assessment for each client, with an AI-drafted analysis you can override, and sign-off options including prohibit or needs more information.
VideoSanctions screening and risk indicators
Screen clients and related people against the DFAT Consolidated Sanctions List, with AI-assisted political-exposure and adverse-media indicators to prompt your review.
Identity document evidence
Upload identity documents against a client's assessment and record their verification.
Ongoing customer due diligence reviews
Trigger customer due diligence reviews, see their history, and let a daily check bring clients due for review back into the queue.
Self-service verification links
Send clients a link so they can complete their identity verification steps themselves, including from a phone.
AML/CTF program builder
Generate your practice's AML/CTF program, keep versions, activate one and designate the compliance officer.
VideoAUSTRAC enrolment information pack
Generate an information pack from your practice data to help you prepare your AUSTRAC enrolment.
Compliance record integrity check
Check that your KYC record history has not been altered since it was written.
Threshold transaction report deadline alerts
Flag threshold transaction reports that have passed their reporting deadline so the compliance officer can act.
Online identity verification
Run identity verification sessions online, review the extracted details, and write the verified result and a PDF report to the client record.
VideoVerification usage and credits
See identity verification usage and history by month, and manage verification credits.
Email and phone verification codes
Send one-time codes by email or SMS to confirm a contact's email address or phone number before it is used.
Beneficial owner identification
Find existing clients and relationship candidates to record the beneficial owners of a company or trust during an assessment.
Verification status across onboarding
See one KYC status for a client across every onboarding flow, so "is this client verified yet?" has one answer.
Jobs & workflow
See every piece of work in the practice, who owns it and where it is stuck: boards, templates, your own workflow stages, recurring schedules and BAS/IAS tracking.
Jobs board
A kanban board and list of every job in the practice, with filters and a workflow stage for each job.
VideoJob comments and history
Each job keeps its comments and change history, and finished jobs can be archived and restored.
Assignees and My Tasks
Assign several people to a job, see your own work in My Tasks and claim unassigned work.
VideoJob templates
Create standard jobs from reusable templates, using the built-in ones or your practice's own.
Custom workflows and stages
Define your own workflows with ordered stages, such as preparation, review and sign-off, and set a default.
Recurring and snoozed jobs
Set jobs to repeat, change or stop the recurrence, and snooze a job until the date it matters.
Suggested jobs inbox
Review jobs the AI suggests from things like email and ATO information, and accept or dismiss them one at a time or in bulk.
Recurring job schedules
Schedules that create recurring compliance jobs for clients on time, with the option to generate them manually.
BAS and IAS tracking
Track upcoming BAS and IAS obligations as workflow rows assigned to accountants, with a dashboard widget.
Jobs that follow lodgement status
Job status is kept in step with lodgement status, so a job can close once its return shows as lodged.
Overdue work digest
A regular digest of overdue and stalled jobs, delivered by email or in-app notification according to each person's preference.
Tax lodgment status & ATO data
Authorised ATO information inside the practice system: lodgment worklists, client relationships, account transactions, prefill figures, reminders and risk signals. Fedix retrieves data through its DSP integration; it does not lodge.
ATO lodgment worklist
See every client's ATO lodgment list, with due dates and status, in one worklist you can refresh in bulk.
VideoATO client list import
Read your practice's ATO client list, import clients and add client relationships, with a record of each change.
Nightly ATO lodgment refresh
Your practice's ATO lodgment status refreshes on a daily schedule, with settings, logs and a run-now option.
Lodgment reminders to clients
Generate, preview and send reminders to clients about outstanding returns, manually or on an automatic schedule with escalation templates.
ATO account transactions and balances
See each client's ATO account transactions and balances inside the client record.
VideoATO prefill figures
Look up and save a client's ATO pre-fill income tax figures so they are ready for the working papers.
VideoATO risk signals and priorities
Risk scores, anomaly checks on prefill and activity statement data, an alerts feed and priority dashboards that show which clients need attention first.
Practice ATO connection setup
Set up your practice's connection to ATO online services, test it, and manage your tax agent numbers.
ATO client sync and tax ID backfill
Keep client details in step with the ATO on a schedule, and fill in missing TFNs and ABNs on client records from ATO data.
ATO documents
Keep ATO-sourced documents, such as notices and statements, together for each client.
Tax planning reminder campaigns
Email tax-planning reminders to selected clients from templates and campaigns, with a test send and the recipient list.
VideoTax returns, workpapers & sign-off
Run the tax return job end to end: a register of returns, structured workpapers, document checklists, AI-assisted preparation for review, sending returns for signature, review authorisations, tax packs, fee-from-refund tracking and entity formation. Lodgement stays in your lodgement software.
Tax returns register
One list of every tax return in progress per client, with status, owners, bulk assignment and automatic detection of returns to create.
Tax return workpapers
A structured workpaper for each return, with sections, adjustments, versions you can revert to and a PDF.
Return checklists and document requests
A checklist on each return, with progress stats, document requests sent straight to the client and documents attached to the return.
AI-assisted return preparation
An AI assistant works through the client's documents and produces a first draft of the return preparation for an accountant to review.
Tax Copilot workspace
A session-based AI workspace for complex returns, with snapshots, cell-by-cell working, a coverage check, folder uploads, cost tracking and an activity log.
Client tax summaries
Generate a plain-English tax summary for each financial year and an editable email to the client, which AI can help refine, then send it.
Send tax returns for signature
Send prepared returns to clients in batches for e-signature, with the invoice and payment attached and a date before which the return will not be lodged.
VideoPre-lodgement review queue
Queues of returns awaiting approval by the registered tax agent or admin clearance, with approve, reject, resubmit and mark-as-lodged actions.
Signed returns queue
A list of signed returns waiting to be lodged, with reviews and a mark-as-lodged action.
Lodgement tracker board
A board of return batches by lodgement status, updated by dragging a batch to its new status.
Reviewer authorisations and review records
Authorise which staff may review and release returns, keep the review history and produce a review PDF.
Lodgement follow-up alerts
Background checks that flag returns sent but not yet lodged, and email the accountant when a lodgement hold date has passed.
Tax packs
Build a tax pack from an uploaded return, with a review checklist and signature placement, then send it to the client to sign and download.
Deduction worksheets
Save deduction workings per client and financial year, and lock them once reviewed.
VideoFee from refund tracking
Track fees deducted from client refunds, import records in bulk, match them to clients and email settlement notices.
VideoRefund notice reconciliation
Match LodgeiT refund emails in your mailbox against fee-from-refund records, with results you can export as a PDF.
Company and trust formation
Run new company and trust set-ups as one tracked process: structure templates, people, documents, a proposal for client approval, e-signature, pricing and stamp duty, and AI suggestions.
Billing & invoicing
Quote, invoice and get paid in the same system as the work: invoices, quotes, payments and credits, instalments, recurring billing, card and direct-debit collection, bank matching and fee insights.
Invoices
Create and manage invoices from one register, with status, history, dashboard figures and AI suggestions for line items and descriptions.
VideoInvoice emails and payment reminders
Email invoices from templates with a preview, and send payment reminders without writing each email.
Payments and credits
Record payments, apply and unapply credits, use custom payment methods and apply credit notes to invoices.
VideoVoid and reverse invoices
Void one invoice or many, and reverse invoices that have been posted, keeping a record of the correction.
Recurring invoices
Set up recurring invoice templates that turn into invoices on schedule, and stop the recurrence when the arrangement ends.
VideoInstalment plans with direct debit
Split an invoice into instalments collected by client-authorised direct debit, with automatic retries for failed debits.
Commission splits
Split commission on an invoice, review commission and exclude lines that should not attract it.
Online invoice and payment link
Clients open their invoice online, download the PDF and pay by card from a link.
Invoice import from other systems
Import invoices from your previous software by CSV, with AI-suggested column mapping and a preview before import.
Invoice and quote templates
Customise the PDF templates for invoices and quotes, with a preview, so documents carry your brand.
Quotes and proposals
Create and email fee quotes that clients accept online, then convert accepted quotes into invoices.
VideoBilling insights
Revenue, profitability, cash-flow forecast, aging, client profiles and payment predictions in one view.
Revenue reports
Revenue summaries, comparisons, time series and revenue by client, with export.
VideoPractice bank feed matching
Bring your practice bank transactions in and match receipts to invoices, with candidate matches to accept, reject, hide or restore.
VideoSupplier bills
Upload supplier invoices, let text recognition read them into draft batches, then review and approve them.
Card and direct debit payments
Connect Stripe to take card and client-authorised direct debit payments into the practice bank account.
Service catalogue
Maintain your standard services and fees once, adjust prices in bulk, set commission treatment, map lodgment types to items and import with AI help.
VideoDisbursements
Record out-of-pocket costs for clients and create disbursements from expenses so they are recharged.
Client service subscriptions
Bill monthly service plans as recurring client subscriptions, with a payment link.
Client credit balance
Keep a credit ledger per client, such as referral credit, and apply or remove credit on an invoice.
Billing housekeeping in the background
Quotes expire on time, staff are told when invoices are paid, and card payments are reconciled automatically in the background.
Time & work in progress
Capture time against clients, value it at the right rate, turn it into invoices and keep work in progress under control.
Time entries
Log time against clients one entry at a time or in bulk, set status, write off and apply rates; entries post to work in progress.
VideoStaff billing rates
Set billing rates for staff, with effective dates, so time is always valued at the right rate.
Bill unbilled time
See unbilled time by client and convert it into an invoice, or mark it as invoiced.
VideoTime reports
Time reports with summaries by staff member, week and client.
Log time by voice
Describe what you did in words and Fedix turns it into a time entry.
Work in progress and write-offs
WIP balances, a worklist, aged WIP, realisation and movements, with write-off, adjustment and undo, one at a time or in bulk.
VideoEmail & communications
Work client email next to client data: a Microsoft 365 inbox, AI drafting for your review, shared team mailboxes, signatures, templates, bulk sends and notifications.
Email inbox in the practice system
A full Microsoft 365 email client inside Fedix: inbox, sent, starred, unread, deleted, search, people search and attachments.
VideoCompose, reply and schedule email
Write, reply and forward with a preview, save drafts and schedule sends, with your signature applied.
VideoAI email assistant
AI drafts replies, summarises long threads, suggests quick replies, pulls out tasks and builds document checklists from email, all for you to review before anything is sent.
Awaiting-reply list and inbox triage
A synced copy of your mail powers fast search, a list of who is waiting on a reply from you, and an AI triage summary.
Snooze email
Hide an email until the time it needs action, then have it come back to your inbox.
Email signatures
Personal signatures that can sync from Outlook, plus a practice signature template you can generate, preview or pull from Microsoft.
VideoReview FediPilot email drafts
Emails prepared by the FediPilot desktop assistant arrive as drafts that staff review, check for delivery and send.
Shared team mailboxes
Work shared inboxes such as info@ or tax@ as a team: grant access, read messages, assign, hand off and fetch attachments.
Writing style learning
AI drafts learn your writing style over time, with a style profile, preferences and a log of email automations.
Connected mail accounts
Manage the mail accounts connected to Fedix so new mail appears in near real time.
File email attachments to the cloud
Save email attachments, and files extracted from them, straight into the client's cloud folder.
Practice email templates
Edit the wording of practice emails by type, such as reminders, invoices and engagement emails, and turn automation on or off.
Bounce and open tracking
Know whether an email bounced or was opened, with unsubscribe handling and regular bounce processing.
Bulk email and reminders
Send large emails, reminders and campaigns in the background, so big sends finish reliably without tying up the screen.
In-app notifications
A list of in-app alerts you can mark as read or delete.
Documents & files
Every client document stored, organised and findable: uploads, client upload links, document collection, secure shares, your own cloud storage, filing rules, templates and AI document drafting.
Client documents
Upload client documents one at a time or in batches, organise them, rename and move them, control visibility and re-run AI classification, with sync to your cloud storage.
VideoClient upload links
Send clients a link to upload documents without logging in, and collect what they submit.
VideoDocument collection and chasing
AI-drafted document checklists per client, sent in batches, with chasing (including bulk chasing), templates and a daily digest.
VideoSecure document sharing
Share sensitive documents through expiring links; recipients confirm a code before they can download.
VideoConnect your cloud storage
Connect OneDrive or Dropbox, test the connection and keep it in sync, so files stay in your own drive.
Cloud file manager
Browse, preview, upload, move, rename, copy, batch download and import files in your cloud storage, with a trash you can restore from.
VideoAI file search and organising
Search client files with AI, analyse files, and let AI propose a folder organisation plan that you approve before it is applied.
SharePoint integration
Connect SharePoint, browse sites and drives, and import documents into Fedix or export them back.
File access rules
Restrict who can see which files and folders, and check access in bulk.
Automatic filing rules
Set rules so incoming files are filed into the right folder automatically.
Document templates and AI generation
A template library with categories, AI help to enhance or generate documents and presentations, and export and rendering.
VideoBulk document production
Dedicated pages for producing documents in volume from templates and client data.
FediDoc document builder
Assemble complex client documents with AI, section by section, regenerating sections, reordering them and exporting to PDF.
AI document editor
An AI document editor with brand kits, block-by-block rewriting, images and export to PDF or Markdown.
Letterhead themes
Practice letterhead themes, with ready-made defaults, so letters carry your branding.
Ask questions of a client's documents
Chat with a client's documents to find answers without opening every PDF.
E-signature
Send documents for signing, verify signers, reuse templates, file signed documents by rule and chase what is unsigned.
Send documents for e-signature
Create a signing document from a file or template, place the fields, invite the signers, track progress, cancel if needed and keep the signed copy.
VideoClient signing page
Signers open a link, verify who they are, sign and submit from any device.
Signer verification codes
Send a one-time code to the signer and verify it before they can sign.
E-signature templates
Reuse system and practice templates for documents you send often, with defaults.
Filing signed documents
Folders and rules that file signed documents automatically.
AI help for signing documents
AI detects the document type, suggests where signature fields go and summarises the document.
E-signature dashboard
An overview of signing batches, bulk reminders, signing documents yourself and retained copies.
Calendar, bookings & meetings
Your Microsoft 365 calendar next to client work, online booking for client meetings, and AI meeting notes and briefings.
Calendar
View Microsoft 365 calendars, create and edit events, check availability and find meeting times.
Client bookings
Manage appointments, services, locations and staff hours, with a dashboard, no-show tracking and scheduling from an email.
Booking setup
Configure meeting types with categories, tiers, add-ons, locations and price schedules, kept in step with your service catalogue.
Online booking page
A public booking page for your practice where clients book, confirm, cancel and reschedule.
Recurring bookings
Create recurring bookings for standing meetings and generate them automatically.
Booking reminders and payment status
Automatic booking reminders and a payment status on each appointment.
AI meeting notes
Bring in Microsoft Teams meeting transcripts and get an AI summary, action items and a compliance check, assigned to the client.
Pre-meeting briefing
An AI briefing prepared ahead of your client meetings so you walk in prepared.
Leads & referrals
Track prospects until they become clients, and run a client referral programme with codes, approvals and credits.
Leads pipeline
Track prospects with status, activities and notes, get AI suggestions on next steps and convert a lead into a client.
VideoReferral management
Review, approve, convert, reject or reverse client referrals and see referral statistics.
Referral codes and referral page
Give clients referral codes and a public page where referrals can be submitted and tracked.
Referral expiry
Stale referrals expire automatically each day, so old referrals do not hold credit forever.
Dashboard, reports & analytics
Open on what matters today: a customisable dashboard, practice analytics, statistics, proactive insights and AI usage.
Customisable dashboard
A dashboard of widgets (clients, deadlines, lodgment status, BAS, tasks, revenue, team workload, AI usage, e-signatures and what is new) that each user arranges to suit.
VideoPractice analytics
An analytics page with insights into how the practice is performing.
Practice statistics
Management statistics for the practice on one page.
MYLEDGER insights in FEDIX
Bookkeeping issues and notifications found in MYLEDGER appear in FEDIX against the client.
Proactive insights
Regular checks surface what needs attention, such as overdue tasks, unbilled time and unpaid invoices, as insights you can dismiss or snooze.
AI usage dashboard
See your practice's AI usage, history, notifications and quota, with an admin summary and export.
Contextual tips
In-app tips that help you discover features and stay dismissed once you close them.
AI assistant
Ask the practice system to do work in plain English, with quick actions, writing help, memory you can inspect, and dictation. Your practice controls what the AI may do.
AI Assistant chat
Ask the AI Assistant to do practice work in plain English. It works across clients, tasks, billing, email and more, with confirmation cards, file uploads and spoken replies.
Assistant actions across the practice
The assistant can reach most of the practice system (clients, ATO information, billing, email, e-signatures, tasks, KYC, calendar and org charts), so almost any action can be requested in chat.
AI quick actions
Suggested one-click actions for common requests to the assistant.
AI-guided practice setup
A guided conversation that helps set up a new practice.
Chat with practice and client data
Separate chat sessions where you can ask questions of practice and client data, choose the model and attach files.
AI writing help
Inline autocomplete that learns as you write, rewriting, reminder-template rewriting, meeting summaries and client email drafts.
AI memory management
Inspect, add, edit and remove what the AI remembers; older, unconfirmed memories fade over time.
VideoAI help for invoices and the catalogue
AI describes invoice lines, suggests items and helps create or import your service catalogue.
Voice dictation
Dictate emails, notes and time with formatting, a personal vocabulary, voice macros and voice editing of selected text.
Phone & SMS
Take and log client calls in the browser, route calls to whoever is available, and text clients.
Browser phone with call logging
Make and take calls in the browser, hold and transfer, link the call to a client and save an AI wrap-up of the call.
Call routing and handover
Staff presence, call whisper, home extensions and handover so calls reach whoever is available.
Call recording retention
Expired call recordings are removed automatically each day, according to your retention period.
SMS to clients
Text clients from Fedix, with a blocked-number list, message logs and opt-in handling.
Integrations
Connect the systems the practice already uses: Microsoft 365, Google, Xero and Xero Practice Manager, Stripe, cloud storage, the ATO and lodgement software, plus address and ABN lookups.
Integrations hub
One page to connect Stripe, Xero, Xero Practice Manager, SharePoint, Dropbox, OneDrive, FYI, the ATO and LodgeiT, with connection status for each.
VideoMicrosoft 365 sign-in
Sign in with Microsoft and connect mail, calendar and Teams meetings with one account.
Google account connection
Connect a Google account for users who work with Google.
Xero connection
Connect and disconnect Xero, and see connection status, budget and health, with a daily check that the connection is still working.
Xero contacts import
Preview and import Xero contacts as clients, and create a Xero contact from a Fedix client.
Xero invoice sync
Import and sync Xero invoices regularly, and push a Fedix invoice to Xero after a preview and your confirmation.
Xero items, accounts and tax rates
Fetch Xero items, accounts and tax rates, import items, and see a log of sync events.
Confirm before writing to Xero
Every change Fedix would make in Xero is confirmed by a person in a confirmation dialog first.
Xero Practice Manager client sync
Import, add, update and merge clients with Xero Practice Manager, compare records, sync archiving and repair stale links.
Automatic updates from Xero Practice Manager
Changes made in Xero Practice Manager arrive in Fedix regularly, with automatic retries for anything that fails.
Practice subscription billing
Practices subscribe to Fedix through a secure checkout and manage their subscription, estimates and invoices in a billing portal.
Address, ABN and BSB lookup
Address autocomplete, suburb and postcode lookup, ABN lookup and BSB lookup while you enter details.
Bot protection on public forms
Public forms such as intake, upload and booking pages are protected against bots.
Practice admin & settings
Set up and run the practice account: profile and branding, team and roles, subscription, support, personal security and practice-wide wording.
Practice profile and branding
Register your practice, then manage its profile, logo, access settings, multi-factor sign-in requirement and invoice settings.
VideoWork across several practices
Belong to more than one practice, switch between them, set a default and leave a practice when you need to.
Practice ownership transfer
Transfer ownership of a practice account to someone else, who accepts from an email link.
Team invitations
Invite users, resend or cancel invitations, update roles, preview the seat impact and remove access.
VideoRoles and permissions
Custom roles built on a permission matrix, with cloning, system defaults, per-user overrides and a log of permission changes.
VideoPlan and trial status
See your plan, subscription status and trial status, with upgrade pages and reminders as your trial or billing cycle ends.
Modules per practice
Optional modules and beta features are switched on per practice.
In-product support
Raise support tickets inside Fedix and see your assigned relationship manager.
My account and sign-in security
Manage your profile, preferences, avatar and activity, and set up multi-factor sign-in by authenticator app, email or SMS.
VideoSign-in and account access
Sign in with Microsoft or email, sign up, use one-time codes, reset your password and stay signed in on the FediPilot desktop app.
Self-service settings pages
Settings pages for AI memory, email signatures and practice configuration.
VideoTax agent nomination wording
Control the wording of tax agent nomination emails and engagement letter content in practice settings.
Temporary support access
Grant Fedix support time-limited access to help you, with a banner shown while support is working in your account.
Client portal & links
Give clients a secure place to see their returns and deadlines, upload and sign, chat with the practice and review their bookkeeping, plus links they can act on without logging in.
Secure client portal sign-in
Clients sign in with a password or a magic link, protect their account with multi-factor sign-in, and reset passwords themselves.
Client portal dashboard and documents
Clients see their tax returns, deadlines and income tax account, upload and download documents, request deletions and receive notifications.
Secure client chat
Secure chat between clients and staff, plus a client-facing AI assistant for common questions.
Client bookkeeping review in the portal
Clients see transactions, reports, pay slips and leave balances, and review and submit answers on unmatched transactions.
Tax return documents in the portal
Clients upload the documents for their tax return and follow the published timeline.
Client view of the tax timeline
Clients see the status of their return on the timeline your practice publishes.
Client profile and entity switcher
Clients edit their profile and password, and switch between their entities with a group summary.
Portal administration
Invite and manage portal users, approve upload and delete requests, and control folder permissions and document visibility.
Fedix links for clients
Clients act on emailed links (book a meeting, accept a quote, pay an invoice, confirm details or view return information) without logging in.
Work that runs in the background
Reminders, digests, syncs and checks that run unattended, so deadlines, documents and data do not depend on someone remembering.
Scheduled work only in your live practice
Scheduled work such as reminders and emails runs only in the live environment, so test and training systems never send real messages by accident.
Client reminder sequences
Client reminders and follow-ups go out on schedule in the background.
Document collection digest
A regular digest email summarises document collection progress, instead of many separate alerts.
Scheduled email delivery
Emails you schedule go out on time, and writing-style learning is processed in the background.
Cloud folder upkeep
Background upkeep keeps cloud folders linked and in sync: picking up changes, linking client folders and emptying old trash.
Verification results that always arrive
Identity verification results are checked and reconciled in the background, so a result is not lost if a notification fails.
Scheduled group status emails
Group status reports are emailed on the schedule you set.
Feedback that turns into improvements
Feedback and errors reported in the product are triaged automatically and routed to the team as improvement requests.
Heavy work handled in the background
Large tasks such as bulk email, syncs, form submissions, PDF rendering and AI work run in the background so the app stays responsive.
Daily ATO refresh and reminders
Your ATO lodgment data refreshes every day and lodgment reminders send automatically, when your practice turns these on.
Continuous receipt matching
Bank receipts are matched and receipt emails sent continuously in the background.
FediPilot quality and usage review
FediPilot conversations are reviewed for quality and usage is rolled up daily.
Compliance deadline checks
Background checks for BAS and IAS obligations, threshold transaction report deadlines, lodgement follow-ups, job status and overdue work, so deadlines never rely on memory.
FediPilot connection & AI access
How FediPilot and approved AI tools work with your practice data: signed in as you, within your permissions, with approval for sensitive actions, plus FediPilot download and training.
Connect approved AI tools
Approved AI assistants can operate FEDIX through a secure, rate-limited connection to the same actions the built-in assistant uses.
FediPilot works as the signed-in user
The FediPilot desktop assistant uses FEDIX as the person who signed in, with the same permissions.
Official workflow skills
A read-only library of vetted Fedix workflows that AI assistants can follow.
Device approval for desktop AI actions
Desktop AI actions are tied to an enrolled device, and sensitive actions need approval.
FediPilot download
Download the FediPilot desktop assistant for Windows from your Fedix dashboard once your trial has started.
FediPilot training cases
Free training cases you can enrol in, with case details and materials to download, to learn FediPilot on realistic work.
Product updates & feedback
Stay informed about product changes and tell the Fedix team what is not working, in one click.
Calculators & planning
Standard tax workings without spreadsheets: depreciation, amortisation, Division 7A, CGT and deductions, saved per client and financial year.
Tax calculators
Depreciation, amortisation, Division 7A, capital gains tax and deduction calculators, saved per client and financial year with history.
VideoCalculators filled from documents
AI-assisted versions of each calculator read source documents and fill in the parameters for you to check.
Division 7A loan tracking
A dedicated page for tracking private company loans under Division 7A.
VideoSee it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.