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.
The problem it solves
Calls on a separate phone system are never linked to the client file.
How it works
- Take or make the call in Fedix.
- Link it to the client; hold or transfer as needed.
- Review the AI wrap-up and save it to the client.
What your practice gets
- Calls logged against clients.
- Wrap-up notes drafted for you.
- A live view of calls.
Questions accountants ask
Can I transfer calls?
Yes.
Is the wrap-up saved automatically?
You review and commit it.
Do I need a desk phone?
No. Calls run in the browser.
Related features
Features that work alongside browser phone with call logging.
Client workspace
One page per client, with tabs for summary, profile, services, relationships, ATO information, identity, compliance, tasks, notes, time, billing and activity.
VideoCall 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.
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.