FEDIX Practice management
Engagement, onboarding & intake
Bring new and returning clients on board: engagement and re-engagement letters, intake forms, authorisations, ethical clearance and a guided start for new practices.
Who it is for
Practice owners, client managers and admin staff who engage new clients and re-engage existing ones each year.
Features in Engagement, 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.
VideoAnnual 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.
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.
Onboarding help emails
New practices receive a staged series of help emails while they get started, and can unsubscribe at any time.
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.