Client reference codes
Generate and check practice-unique client reference codes so every client gets a consistent code without clashes.
The problem it solves
Hand-made client codes drift: two clients end up with the same code or staff invent their own format.
How it works
- Create or edit a client.
- Fedix proposes a reference code in the practice format.
- The code is checked for clashes before it is saved.
What your practice gets
- Consistent client codes across the practice.
- No manual checking for duplicate codes.
- Codes you can search by from the client list.
Questions accountants ask
Can I still type my own code?
Yes. Codes can be generated or entered, and either way they are checked for clashes.
Is the code searchable?
Yes. The client list searches by reference code.
Are codes unique across the practice?
Yes. The check is against every client in your practice.
Related features
Features that work alongside client reference codes.
Create and maintain client records
Add, update and remove client records, including bulk removal and lodgment-reminder settings, so the client book stays accurate.
VideoClient 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.
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.
VideoContact 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.
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.