File email attachments to the cloud
Save email attachments, and files extracted from them, straight into the client's cloud folder.
The problem it solves
Saving attachments to the right client folder by hand is tedious and often skipped.
How it works
- Open the email with the attachment.
- Save it, or the files extracted from it, to the client's cloud folder.
- Find it later with the rest of the client's documents.
What your practice gets
- Attachments filed with the client.
- Less downloading and re-uploading.
- Documents easy to find later.
Questions accountants ask
Where are attachments saved?
To the client's linked cloud folder.
What are extracted files?
Files contained within an attachment, such as an archive.
Can I just download it?
Yes.
Related features
Features that work alongside file email attachments to the cloud.
Email inbox in the practice system
A full Microsoft 365 email client inside Fedix: inbox, sent, starred, unread, deleted, search, people search and attachments.
VideoConnect your cloud storage
Connect OneDrive or Dropbox, test the connection and keep it in sync, so files stay in your own drive.
Practice email templates
Edit the wording of practice emails by type, such as reminders, invoices and engagement emails, and turn automation on or off.
Bounce and open tracking
Know whether an email bounced or was opened, with unsubscribe handling and regular bounce processing.
Bulk email and reminders
Send large emails, reminders and campaigns in the background, so big sends finish reliably without tying up the screen.
In-app notifications
A list of in-app alerts you can mark as read or delete.
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.