Cloud file manager
Browse, preview, upload, move, rename, copy, batch download and import files in your cloud storage, with a trash you can restore from.
The problem it solves
Managing client folders means jumping to another app and losing context.
How it works
- Open the file manager.
- Browse and preview client folders.
- Upload, move, rename, copy, download or delete, and restore from trash if needed.
What your practice gets
- Manage client folders without leaving Fedix.
- Batch download.
- Mistakes can be restored.
Watch it in the product
A short recording of cloud file manager in use.
Questions accountants ask
Can I restore deleted files?
Yes, from the trash.
Can I preview files?
Yes.
Can I download several files?
Yes, in a batch.
Related features
Features that work alongside cloud file manager.
Connect your cloud storage
Connect OneDrive or Dropbox, test the connection and keep it in sync, so files stay in your own drive.
AI file search and organising
Search client files with AI, analyse files, and let AI propose a folder organisation plan that you approve before it is applied.
SharePoint integration
Connect SharePoint, browse sites and drives, and import documents into Fedix or export them back.
File access rules
Restrict who can see which files and folders, and check access in bulk.
Automatic filing rules
Set rules so incoming files are filed into the right folder automatically.
Document templates and AI generation
A template library with categories, AI help to enhance or generate documents and presentations, and export and rendering.
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.