FEDIXWork that runs in the background
Document collection digest
A regular digest email summarises document collection progress, instead of many separate alerts.
The problem it solves
Separate alerts for every uploaded document flood the inbox.
How it works
- Clients upload documents.
- Fedix collects the activity.
- You receive one digest summarising it.
What your practice gets
- One summary instead of many alerts.
- Progress at a glance.
- Less inbox noise.
Questions accountants ask
How often is it sent?
Regularly through the day.
What does it include?
Document collection status.
Who receives it?
Staff responsible for collection.
Related features
Features that work alongside document collection digest.
Document collection and chasing
AI-drafted document checklists per client, sent in batches, with chasing (including bulk chasing), templates and a daily digest.
VideoScheduled email delivery
Emails you schedule go out on time, and writing-style learning is processed in the background.
Cloud folder upkeep
Background upkeep keeps cloud folders linked and in sync: picking up changes, linking client folders and emptying old trash.
Verification results that always arrive
Identity verification results are checked and reconciled in the background, so a result is not lost if a notification fails.
Scheduled group status emails
Group status reports are emailed on the schedule you set.
Feedback that turns into improvements
Feedback and errors reported in the product are triaged automatically and routed to the team as improvement requests.
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.