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FEDIXClient portal & links

Client profile and entity switcher

Clients edit their profile and password, and switch between their entities with a group summary.

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The problem it solves

Clients with a company, trust and personal return want to see them together.

How it works

  1. The client opens their profile.
  2. They update details or their password.
  3. They switch between entities and see a group summary.

What your practice gets

  • All of a client's entities in one login.
  • Self-service profile updates.
  • A group summary.

Questions accountants ask

Can one login cover several entities?

Yes.

Can clients change their password?

Yes.

Is there a group overview?

Yes.

Features that work alongside client profile and entity switcher.

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.

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.

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.

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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