Client workspace
One page per client, with tabs for summary, profile, services, relationships, ATO information, identity, compliance, tasks, notes, time, billing and activity.
The problem it solves
Client information is usually spread across email, spreadsheets, the tax software and the billing system, so every question means opening several tools.
How it works
- Open a client from the client list.
- Move between tabs for the summary, profile, relationships, ATO information, compliance, tasks, notes, time and billing.
- Act from the tab you are on: add a note, raise a task, check identity status or review billing.
What your practice gets
- Everything about one client lives on one page.
- New team members can pick up a file without a handover meeting.
- Fewer systems to open for routine client questions.
Watch it in the product
Short recordings of client workspace in use.
Questions accountants ask
What is on the client page?
Tabs for the summary, profile, services, relationships, groups, ATO information, identity, compliance, tasks, notes, time and billing, client memory and activity.
Can the whole team use it?
Yes. Everyone in the practice works from the same client record, subject to the roles and permissions the practice sets.
Does it replace my tax software?
No. Fedix manages the client relationship and the work around it; lodgement stays in the lodgement software your practice uses.
Related features
Features that work alongside client workspace.
Client list and search
Find any client in the practice by name, reference or TFN from one searchable, filterable and sortable list.
VideoClient 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.
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.