FEDIXClient groups & org charts
Client groups
Group related clients such as a family or a business group, and create, merge, split or dissolve groups as structures change.
The problem it solves
A family with a company, a trust and two individuals is really one relationship, but most systems treat it as five unrelated files.
How it works
- Create a group and add the related clients.
- Move members between groups, merge two groups or split one as the structure changes.
- Work with the group as a unit for compliance, billing and reporting.
What your practice gets
- See a family or business group as one relationship.
- Restructures are easy to reflect.
- Group views for compliance, fees and status.
Watch it in the product
A short recording of client groups in use.
Questions accountants ask
Can a group mix individuals and entities?
Yes. Groups can contain individuals, companies, trusts, partnerships and super funds.
What happens when I dissolve a group?
The group is removed; the client records themselves remain.
Can I merge two groups?
Yes. Groups can be merged, split and dissolved, and members moved between them.
Related features
Features that work alongside client groups.
Client workspace
One page per client, with tabs for summary, profile, services, relationships, ATO information, identity, compliance, tasks, notes, time, billing and activity.
VideoGroup health and ATO summary
Score the health of a client group, flag anomalies and summarise the ATO position across every member.
Group fee summary
See fees and billing for a whole client group in one aggregated summary.
Group cloud folder
Link one shared cloud folder to a client group so group documents sit together.
Group status reports
A live status report for each group, with a PDF version and scheduled emails so partners see where every group stands.
Group org charts
Draw a visual org chart of a group, with positions, notes and supporting nodes, or generate one from recorded relationships.
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.