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FEDIXEngagement, onboarding & intake

Annual re-engagement

Send yearly re-engagement letters where clients verify their identity, then confirm their details and the scope of work.

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The problem it solves

Every year clients' addresses, phone numbers and circumstances change, and confirming them one by one is slow.

How it works

  1. Start the re-engagement round for the clients you choose.
  2. Clients verify their identity, then confirm or update their details and the engagement.
  3. Review the confirmed details on each client record.

What your practice gets

  • Up-to-date client details every year.
  • An identity check before details are changed.
  • Less admin at the start of tax season.

Watch it in the product

A short recording of annual re-engagement in use.

Questions accountants ask

Why is there an identity check?

So that only the client can confirm or change their details.

Can clients correct their address?

Yes. They confirm or update contact details during re-engagement.

Is it the same as an engagement letter?

It is the yearly renewal for existing clients, including confirmation of details and scope.

Features that work alongside annual re-engagement.

Engagement letters by secure link

Send engagement letters through a password-protected link, track their status, keep the signed PDF and send in bulk.

Video

Engagement co-signing

Let several signatories co-sign one engagement letter, with reminders and the option to cancel.

Video

New-client intake form

Give prospective clients a protected public form to submit their details through a Fedix link.

Video

STP 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.

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.

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