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.
The problem it solves
Client paperwork scattered across email, desktops and drives is hard to find when you need it.
How it works
- Upload documents to the client.
- Let AI classify them, and rename, move or reorganise as needed.
- Set visibility and keep everything in sync with your cloud folder.
What your practice gets
- All client paperwork in one place.
- Classified and findable.
- Synced with your own storage.
Watch it in the product
A short recording of client documents in use.
Questions accountants ask
Can I upload many files at once?
Yes. Batch upload is supported.
Can clients see these documents?
You control visibility per document.
Where are files stored?
Documents can sync with your connected cloud storage.
Related features
Features that work alongside client documents.
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.
Return checklists and document requests
A checklist on each return, with progress stats, document requests sent straight to the client and documents attached to the return.
Client upload links
Send clients a link to upload documents without logging in, and collect what they submit.
VideoSecure document sharing
Share sensitive documents through expiring links; recipients confirm a code before they can download.
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.