FEDIXTax returns, workpapers & sign-off
Company and trust formation
Run new company and trust set-ups as one tracked process: structure templates, people, documents, a proposal for client approval, e-signature, pricing and stamp duty, and AI suggestions.
The problem it solves
Setting up a new company or trust involves scattered paperwork, approvals and fees that are hard to track.
How it works
- Start from a structure template and add the people involved.
- Prepare the documents and a proposal for the client to approve, with pricing and stamp duty.
- Collect e-signatures and track the formation through to completion.
What your practice gets
- One tracked process per formation.
- Client approval and signatures built in.
- AI suggestions on structure for the accountant to consider.
Questions accountants ask
Does the AI decide the structure?
No. It suggests options for the accountant to advise on.
Can several formations run at once?
Yes. Batch operations are available.
Does the client approve before work starts?
Yes. A proposal is sent for client approval.
Related features
Features that work alongside company and trust formation.
Send documents for e-signature
Create a signing document from a file or template, place the fields, invite the signers, track progress, cancel if needed and keep the signed copy.
VideoTax returns register
One list of every tax return in progress per client, with status, owners, bulk assignment and automatic detection of returns to create.
Tax return workpapers
A structured workpaper for each return, with sections, adjustments, versions you can revert to and a PDF.
Return checklists and document requests
A checklist on each return, with progress stats, document requests sent straight to the client and documents attached to the return.
AI-assisted return preparation
An AI assistant works through the client's documents and produces a first draft of the return preparation for an accountant to review.
Tax Copilot workspace
A session-based AI workspace for complex returns, with snapshots, cell-by-cell working, a coverage check, folder uploads, cost tracking and an activity log.
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.