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Client import and LodgeiT export

Bring a legacy client book in from CSV, and export the list of returns awaiting lodgement in a format LodgeiT can take in.

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The problem it solves

Moving to a new practice system usually means retyping the client list, and feeding the lodgement software means retyping it again.

How it works

  1. Upload a CSV of your existing clients.
  2. Check the imported records in the client list.
  3. Export the pending-lodgement list in the LodgeiT format when you are ready to work in LodgeiT.

What your practice gets

  • Start with your existing client book instead of a blank system.
  • Less retyping between the practice system and the lodgement software.
  • The export reflects what is pending, so the list is current.

Questions accountants ask

What format do I import?

A CSV file of your clients.

Does Fedix lodge through LodgeiT?

No. Fedix prepares the export; lodgement is done by your practice in LodgeiT.

Can I import more than once?

Yes. You can import further CSV files as you bring the rest of the book across.

Features that work alongside client import and lodgeit export.

Client list and search

Find any client in the practice by name, reference or TFN from one searchable, filterable and sortable list.

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Client addresses

Keep postal, residential and business addresses separately on each client record.

Client relationships

Record who is related to whom (spouse, director, trustee, beneficiary and more) using relationship types your practice defines.

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Contact 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.

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Appointment notes with client sign-off

Record meeting notes against the client, export them to PDF and send them to the client for e-signature.

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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.

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