FEDIXEngagement, onboarding & intake
Engagement co-signing
Let several signatories co-sign one engagement letter, with reminders and the option to cancel.
The problem it solves
Couples, companies with several directors and trusts with several trustees need more than one signature on the same letter.
How it works
- Add every signatory to the engagement.
- Send it; each person signs in turn.
- Send reminders to anyone outstanding, or cancel and resend if something changes.
What your practice gets
- Multi-signer engagements in one flow.
- Reminders for whoever has not signed.
- Clear status for each signatory.
Watch it in the product
A short recording of engagement co-signing in use.
Questions accountants ask
How many people can sign?
Several signatories can co-sign the same engagement letter.
Can I remind a signer?
Yes. Reminders can be sent to outstanding signatories.
Can I cancel a co-signed engagement?
Yes, and send a corrected one.
Related features
Features that work alongside engagement co-signing.
Engagement letters by secure link
Send engagement letters through a password-protected link, track their status, keep the signed PDF and send in bulk.
VideoNew-client intake form
Give prospective clients a protected public form to submit their details through a Fedix link.
VideoSTP authorisation requests
Generate and send Single Touch Payroll authorisation letters to clients and track their status in one worklist.
Ethical clearance requests
Send an ethical clearance request to a new client's previous accountant, who replies on a simple response page.
Practice welcome hub
A welcome page for new practices with setup milestones, a demo client and a test engagement to try.
Demo practice
Create a practice filled with fictional data to explore or train in, and reset or delete it when you are done.
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.