FEDIXTax returns, workpapers & sign-off
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.
The problem it solves
First-draft preparation is repetitive work that keeps experienced staff from review and advice.
How it works
- Make the client's documents available on the return.
- Start the AI preparation and watch it work through the documents.
- Review the draft, correct it and finish the preparation yourself.
What your practice gets
- A first draft to review instead of a blank page.
- Progress is visible while it works.
- The accountant stays responsible for the result.
Questions accountants ask
Is the AI draft final?
No. It is a first draft for accountant review.
Does it lodge the return?
No. Fedix does not lodge. Your registered tax agent lodges in the lodgement software your practice uses, and Fedix records the status.
Which AI processes the documents?
AI-assisted features may process content overseas through OpenAI and Anthropic in the United States and Mistral AI in France.
Related features
Features that work alongside ai-assisted return preparation.
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.
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.
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.
See 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.