FEDIXEngagement, onboarding & intake
Engagement letters by secure link
Send engagement letters through a password-protected link, track their status, keep the signed PDF and send in bulk.
The problem it solves
Posting or emailing engagement letters and chasing signatures takes weeks and leaves no clear record of who accepted what.
How it works
- Choose the client and the engagement letter.
- Send it through a password-protected Fedix link, one client at a time or in bulk.
- Track the status and keep the accepted letter as a PDF on the client file.
What your practice gets
- Engagement accepted online instead of by post.
- A record of status and acceptance on the client file.
- Bulk sending for the start of the year.
Watch it in the product
Short recordings of engagement letters by secure link in use.
Questions accountants ask
Is the link protected?
Yes. Engagement letters are delivered through a password-protected link.
Can I send letters to many clients at once?
Yes. Bulk send is available.
Where is the accepted letter kept?
As a PDF with the client's records, along with its status history.
Related features
Features that work alongside engagement letters by secure link.
Client workspace
One page per client, with tabs for summary, profile, services, relationships, ATO information, identity, compliance, tasks, notes, time, billing and activity.
VideoFedix links for clients
Clients act on emailed links (book a meeting, accept a quote, pay an invoice, confirm details or view return information) without logging in.
Annual re-engagement
Send yearly re-engagement letters where clients verify their identity, then confirm their details and the scope of work.
VideoEngagement co-signing
Let several signatories co-sign one engagement letter, with reminders and the option to cancel.
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.
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.