Fedix 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.
The problem it solves
Asking clients to log in for a single action loses many of them.
How it works
- Fedix sends the client a link for one action.
- The client opens it and completes the action.
- The result comes back into Fedix.
What your practice gets
- Higher client completion.
- No login for simple actions.
- Results recorded automatically.
Questions accountants ask
Which actions use links?
Booking, quotes, invoices, client details and tax return information.
Are links tied to one client?
Yes. Each link is specific to its purpose.
Do clients need an account?
No.
Related features
Features that work alongside fedix links for clients.
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.
Self-service verification links
Send clients a link so they can complete their identity verification steps themselves, including from a phone.
Secure client portal sign-in
Clients sign in with a password or a magic link, protect their account with multi-factor sign-in, and reset passwords themselves.
Client portal dashboard and documents
Clients see their tax returns, deadlines and income tax account, upload and download documents, request deletions and receive notifications.
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.