Bulk document production
Dedicated pages for producing documents in volume from templates and client data.
The problem it solves
Producing the same document for many clients one by one is slow.
How it works
- Choose the document to produce.
- Select the clients or data.
- Generate the documents and review them.
What your practice gets
- Documents in volume.
- Consistent output.
- Review before use.
Questions accountants ask
Who is this for?
Practices that produce the same document for many clients.
Are documents reviewed?
Yes. Review before sending.
Does it use templates?
Yes.
Related features
Features that work alongside bulk document production.
Document templates and AI generation
A template library with categories, AI help to enhance or generate documents and presentations, and export and rendering.
VideoFediDoc 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.
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.
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.