FEDIX Practice management
Client portal & links
Give clients a secure place to see their returns and deadlines, upload and sign, chat with the practice and review their bookkeeping, plus links they can act on without logging in.
Who it is for
Practices that want clients to self-serve, and the clients themselves.
Features in Client portal & links
Secure client portal sign-in
Clients sign in with a password or a magic link, protect their account with multi-factor sign-in, and reset passwords themselves.
Client portal dashboard and documents
Clients see their tax returns, deadlines and income tax account, upload and download documents, request deletions and receive notifications.
Secure client chat
Secure chat between clients and staff, plus a client-facing AI assistant for common questions.
Client bookkeeping review in the portal
Clients see transactions, reports, pay slips and leave balances, and review and submit answers on unmatched transactions.
Tax return documents in the portal
Clients upload the documents for their tax return and follow the published timeline.
Client view of the tax timeline
Clients see the status of their return on the timeline your practice publishes.
Client profile and entity switcher
Clients edit their profile and password, and switch between their entities with a group summary.
Portal administration
Invite and manage portal users, approve upload and delete requests, and control folder permissions and document visibility.
Fedix links for clients
Clients act on emailed links (book a meeting, accept a quote, pay an invoice, confirm details or view return information) without logging in.
More from FEDIX
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.