Client cloud folders
Link each client to their OneDrive, SharePoint or Dropbox folder, match folders automatically, create a folder structure and keep it in sync.
The problem it solves
Client files live in the firm's cloud drive, but the practice system cannot see them, so staff hunt through folders by hand.
How it works
- Connect the practice cloud storage.
- Let Fedix match existing client folders, or create a new folder structure.
- Open and sync the client's folder from the client record.
What your practice gets
- Documents stay in your own cloud drive.
- Reach a client's folder from their record.
- Consistent folder structure for new clients.
Watch it in the product
A short recording of client cloud folders in use.
Questions accountants ask
Which cloud services are supported?
OneDrive, SharePoint and Dropbox.
Do my files move into Fedix?
No. The folder stays in your cloud storage; Fedix links to it.
Can Fedix find existing folders?
Yes. It can match client folders automatically for you to confirm.
Related features
Features that work alongside client cloud folders.
Connect your cloud storage
Connect OneDrive or Dropbox, test the connection and keep it in sync, so files stay in your own drive.
Multiple folder sources per client
Attach more than one cloud folder to a client, choose the primary one, and sync or push documents to it.
Outstanding lodgements per client
See every outstanding lodgement for a client across years in one list.
Client cover pages
Generate a branded cover page for a client pack in your practice style.
Identify the client from a document
Upload an unlabelled document and Fedix suggests which client it belongs to, for you to confirm.
Document classification preview
Preview how AI would classify a document into the client's document structure before it is filed.
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.