FEDIXEngagement, onboarding & intake
Demo practice
Create a practice filled with fictional data to explore or train in, and reset or delete it when you are done.
The problem it solves
Trying features or training staff on real client files is risky.
How it works
- Create a demo practice.
- Explore and train using the fictional clients and data.
- Reset it to start again, or delete it.
What your practice gets
- Safe practice with fake data.
- Train new staff without touching real clients.
- Reset whenever you need a clean start.
Questions accountants ask
Is the demo data real?
No. It is fictional.
Can I reset the demo?
Yes. Reset it or delete it at any time.
Does the demo affect my real practice?
No. It is a separate practice.
Related features
Features that work alongside demo practice.
Practice welcome hub
A welcome page for new practices with setup milestones, a demo client and a test engagement to try.
Demo practice banner
A banner shows whenever you are working in a demo practice, so demo data is never mistaken for real clients.
Onboarding help emails
New practices receive a staged series of help emails while they get started, and can unsubscribe at any time.
Engagement letters by secure link
Send engagement letters through a password-protected link, track their status, keep the signed PDF and send in bulk.
VideoAnnual re-engagement
Send yearly re-engagement letters where clients verify their identity, then confirm their details and the scope of work.
VideoEngagement co-signing
Let several signatories co-sign one engagement letter, with reminders and the option to cancel.
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.