FEDIXEngagement, onboarding & intake
Ethical clearance requests
Send an ethical clearance request to a new client's previous accountant, who replies on a simple response page.
The problem it solves
Professional standards expect you to seek clearance from the previous accountant, and chasing replies by email is easy to forget.
How it works
- Enter the previous accountant's details on the new client.
- Send the clearance request.
- The previous accountant responds on a response page and the reply is recorded on file.
What your practice gets
- Clearance requested and recorded consistently.
- Easy for the previous accountant to reply.
- Evidence kept on the client file.
Questions accountants ask
Does the previous accountant need Fedix?
No. They respond through a public response page.
Is the response kept?
Yes. It is recorded on the client file.
Why ask for ethical clearance?
Professional standards for accountants expect it when taking over a client.
Related features
Features that work alongside ethical clearance requests.
Client workspace
One page per client, with tabs for summary, profile, services, relationships, ATO information, identity, compliance, tasks, notes, time, billing and activity.
VideoPractice 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.
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.
VideoSee 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.