FEDIX Practice management
Documents & files
Every client document stored, organised and findable: uploads, client upload links, document collection, secure shares, your own cloud storage, filing rules, templates and AI document drafting.
Who it is for
Accountants and admin staff who collect, file and produce client documents every day.
Features in Documents & files
Client documents
Upload client documents one at a time or in batches, organise them, rename and move them, control visibility and re-run AI classification, with sync to your cloud storage.
VideoClient upload links
Send clients a link to upload documents without logging in, and collect what they submit.
VideoDocument collection and chasing
AI-drafted document checklists per client, sent in batches, with chasing (including bulk chasing), templates and a daily digest.
VideoSecure document sharing
Share sensitive documents through expiring links; recipients confirm a code before they can download.
VideoConnect your cloud storage
Connect OneDrive or Dropbox, test the connection and keep it in sync, so files stay in your own drive.
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.
VideoAI 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.
VideoBulk document production
Dedicated pages for producing documents in volume from templates and client data.
FediDoc document builder
Assemble complex client documents with AI, section by section, regenerating sections, reordering them and exporting to PDF.
AI document editor
An AI document editor with brand kits, block-by-block rewriting, images and export to PDF or Markdown.
Letterhead themes
Practice letterhead themes, with ready-made defaults, so letters carry your branding.
Ask questions of a client's documents
Chat with a client's documents to find answers without opening every PDF.
More from FEDIX
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.