FEDIXWork that runs in the background
Client reminder sequences
Client reminders and follow-ups go out on schedule in the background.
The problem it solves
Reminder sequences only work if they actually run on time.
How it works
- Set up reminders and follow-ups.
- They run on schedule in the background.
- Clients are reminded without staff effort.
What your practice gets
- Reminders on time.
- No manual sending.
- Consistent follow-up.
Questions accountants ask
Do I need to keep the app open?
No. Reminders run in the background.
Can I stop a sequence?
Yes, by changing the reminder settings.
Are preferences respected?
Yes.
Related features
Features that work alongside client reminder sequences.
Document collection and chasing
AI-drafted document checklists per client, sent in batches, with chasing (including bulk chasing), templates and a daily digest.
VideoDocument collection digest
A regular digest email summarises document collection progress, instead of many separate alerts.
Scheduled email delivery
Emails you schedule go out on time, and writing-style learning is processed in the background.
Cloud folder upkeep
Background upkeep keeps cloud folders linked and in sync: picking up changes, linking client folders and emptying old trash.
Verification results that always arrive
Identity verification results are checked and reconciled in the background, so a result is not lost if a notification fails.
Scheduled group status emails
Group status reports are emailed on the schedule you set.
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.