Client addresses
Keep postal, residential and business addresses separately on each client record.
The problem it solves
One address field is not enough when the ATO, the client and their business each expect mail somewhere different.
How it works
- Open the client profile.
- Add each address and mark what it is used for.
- Update addresses as the client moves; letters use the right one.
What your practice gets
- Separate postal, residential and business addresses.
- Fewer letters sent to the wrong place.
- Address details sit with the rest of the client record.
Questions accountants ask
How many addresses can a client have?
Several. Each is kept as its own entry on the client record.
Can clients update their own address?
Annual re-engagement lets clients confirm or correct their details, which you then review.
Is there address lookup?
Fedix integrates Australian address lookup to help enter addresses accurately.
Related features
Features that work alongside client addresses.
Client workspace
One page per client, with tabs for summary, profile, services, relationships, ATO information, identity, compliance, tasks, notes, time, billing and activity.
VideoClient 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.
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.