Client cover pages
Generate a branded cover page for a client pack in your practice style.
The problem it solves
Formatting a cover page by hand for every client deliverable is slow and inconsistent.
How it works
- Choose the client and the pack you are preparing.
- Generate the cover page with your practice branding.
- Add it to the pack you send to the client.
What your practice gets
- Professional, consistent client deliverables.
- No manual formatting.
- Uses your practice branding.
Questions accountants ask
Does it use my logo?
Yes. The cover page uses your practice branding.
What can I use it for?
Any client pack, such as a tax pack or financial report bundle.
Can I generate it again?
Yes, whenever the pack changes.
Related features
Features that work alongside client cover pages.
Client workspace
One page per client, with tabs for summary, profile, services, relationships, ATO information, identity, compliance, tasks, notes, time, billing and activity.
VideoIdentify 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.
Client tax timeline
Publish a per-client tax timeline that the client can see in their portal, so they know where their return is up to.
Invite clients to the portal
Send a client portal invitation by email (with a preview) or by SMS.
Client payment status badges
See each client's payment and overdue status as a badge on the client list.
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.