Email a client from the client record
Recorded on a demo practice with fictional data.
Open the video pageCompose, reply and schedule email
Write, reply and forward with a preview, save drafts and schedule sends, with your signature applied.
The problem it solves
Email from a practice system is often limited, pushing staff back to Outlook for ordinary tasks.
How it works
- Compose or reply from the inbox or a client record.
- Preview the email with your signature.
- Send now, save a draft or schedule it for later, and cancel a scheduled send if plans change.
What your practice gets
- The normal email workflow without leaving Fedix.
- Scheduled sending.
- Consistent signatures.
Watch it in the product
A short recording of compose, reply and schedule email in use.
Questions accountants ask
Can I schedule an email?
Yes, and cancel it before it goes.
Are drafts saved?
Yes.
Is my signature added?
Yes. Signatures are applied to outgoing email.
Related features
Features that work alongside compose, reply and schedule email.
Email inbox in the practice system
A full Microsoft 365 email client inside Fedix: inbox, sent, starred, unread, deleted, search, people search and attachments.
VideoTax planning reminder campaigns
Email tax-planning reminders to selected clients from templates and campaigns, with a test send and the recipient list.
VideoInvoice emails and payment reminders
Email invoices from templates with a preview, and send payment reminders without writing each email.
Email signatures
Personal signatures that can sync from Outlook, plus a practice signature template you can generate, preview or pull from Microsoft.
VideoReview FediPilot email drafts
Emails prepared by the FediPilot desktop assistant arrive as drafts that staff review, check for delivery and send.
Bounce and open tracking
Know whether an email bounced or was opened, with unsubscribe handling and regular bounce processing.
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.