FEDIX Practice management
Email & communications
Work client email next to client data: a Microsoft 365 inbox, AI drafting for your review, shared team mailboxes, signatures, templates, bulk sends and notifications.
Who it is for
Accountants and admin staff who spend their day in client email, and practices that work shared inboxes as a team.
Features in Email & communications
Email inbox in the practice system
A full Microsoft 365 email client inside Fedix: inbox, sent, starred, unread, deleted, search, people search and attachments.
VideoCompose, reply and schedule email
Write, reply and forward with a preview, save drafts and schedule sends, with your signature applied.
VideoAI email assistant
AI drafts replies, summarises long threads, suggests quick replies, pulls out tasks and builds document checklists from email, all for you to review before anything is sent.
Awaiting-reply list and inbox triage
A synced copy of your mail powers fast search, a list of who is waiting on a reply from you, and an AI triage summary.
Snooze email
Hide an email until the time it needs action, then have it come back to your inbox.
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.
Shared team mailboxes
Work shared inboxes such as info@ or tax@ as a team: grant access, read messages, assign, hand off and fetch attachments.
Writing style learning
AI drafts learn your writing style over time, with a style profile, preferences and a log of email automations.
Connected mail accounts
Manage the mail accounts connected to Fedix so new mail appears in near real time.
File email attachments to the cloud
Save email attachments, and files extracted from them, straight into the client's cloud folder.
Practice email templates
Edit the wording of practice emails by type, such as reminders, invoices and engagement emails, and turn automation on or off.
Bounce and open tracking
Know whether an email bounced or was opened, with unsubscribe handling and regular bounce processing.
Bulk email and reminders
Send large emails, reminders and campaigns in the background, so big sends finish reliably without tying up the screen.
In-app notifications
A list of in-app alerts you can mark as read or delete.
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.