Email inbox in the practice system
A full Microsoft 365 email client inside Fedix: inbox, sent, starred, unread, deleted, search, people search and attachments.
The problem it solves
Switching between Outlook and the practice system all day means client email never sits next to the client file.
How it works
- Connect your Microsoft 365 mailbox.
- Read, search and file email inside Fedix.
- Open the related client and act without switching apps.
What your practice gets
- Email beside the client record.
- Fast search across mail and people.
- Attachments at hand.
Watch it in the product
A short recording of email inbox in the practice system in use.
Questions accountants ask
Which email service is supported?
Microsoft 365 (Outlook). Gmail support is also available through integrations.
Does my mail move out of Microsoft 365?
No. Fedix works with your existing mailbox.
Can I search attachments?
You can search mail and open attachments from messages.
Related features
Features that work alongside email inbox in the practice system.
Microsoft 365 sign-in
Sign in with Microsoft and connect mail, calendar and Teams meetings with one account.
Compose, 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.
Shared team mailboxes
Work shared inboxes such as info@ or tax@ as a team: grant access, read messages, assign, hand off and fetch attachments.
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.