Client relationships
Record who is related to whom (spouse, director, trustee, beneficiary and more) using relationship types your practice defines.
The problem it solves
Family and entity structures decide who signs, which returns are related and who should be grouped, but they usually live only in a partner's head.
How it works
- Open a client and add a relationship to another client.
- Choose the relationship type, such as director, trustee, spouse or beneficiary.
- Use the relationships when grouping clients, choosing signatories and reviewing related returns.
What your practice gets
- Structures are written down where the team can see them.
- Signatories and related returns are easier to work out.
- Relationship types match the way your practice works.
Watch it in the product
A short recording of client relationships in use.
Questions accountants ask
Can I create my own relationship types?
Yes. Relationship types are defined by the practice.
Are relationships one-way?
They are directed, so "A is director of B" is recorded the right way round.
How do relationships help with signing?
Fedix uses them to work out who signs for a company, trust or partnership.
Related features
Features that work alongside client relationships.
Client workspace
One page per client, with tabs for summary, profile, services, relationships, ATO information, identity, compliance, tasks, notes, time, billing and activity.
VideoSignatory resolution
Work out who signs for a client entity (director, trustee or partner) so documents go to the right person.
Beneficial owner identification
Find existing clients and relationship candidates to record the beneficial owners of a company or trust during an assessment.
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.
VideoAppointment notes with client sign-off
Record meeting notes against the client, export them to PDF and send them to the client for e-signature.
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.