FEDIX Practice management
Clients & contacts
The client book at the centre of the practice: every record, relationship, note, folder and per-client workspace in one place, so anyone on the team can pick up the file.
Who it is for
Accountants, tax agents, bookkeepers and practice staff who manage a book of individual and business clients.
Features in Clients & contacts
Client list and search
Find any client in the practice by name, reference or TFN from one searchable, filterable and sortable list.
VideoClient workspace
One page per client, with tabs for summary, profile, services, relationships, ATO information, identity, compliance, tasks, notes, time, billing and activity.
VideoCreate and maintain client records
Add, update and remove client records, including bulk removal and lodgment-reminder settings, so the client book stays accurate.
VideoMerge duplicate clients
Combine two records for the same client into one and keep the related history attached.
Client reference codes
Generate and check practice-unique client reference codes so every client gets a consistent code without clashes.
Client 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.
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.
VideoAI client memory
Keep the facts the AI assistant learns about a client and about your practice, and let staff review and manage them.
VideoSignatory resolution
Work out who signs for a client entity (director, trustee or partner) so documents go to the right person.
Client cloud folders
Link each client to their OneDrive, SharePoint or Dropbox folder, match folders automatically, create a folder structure and keep it in sync.
VideoMultiple folder sources per client
Attach more than one cloud folder to a client, choose the primary one, and sync or push documents to it.
Outstanding lodgements per client
See every outstanding lodgement for a client across years in one list.
Client cover pages
Generate a branded cover page for a client pack in your practice style.
Identify the client from a document
Upload an unlabelled document and Fedix suggests which client it belongs to, for you to confirm.
Document classification preview
Preview how AI would classify a document into the client's document structure before it is filed.
Client tax timeline
Publish a per-client tax timeline that the client can see in their portal, so they know where their return is up to.
Invite clients to the portal
Send a client portal invitation by email (with a preview) or by SMS.
Client payment status badges
See each client's payment and overdue status as a badge on the client list.
More from FEDIX
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.