FEDIXClient groups & org charts
Group cloud folder
Link one shared cloud folder to a client group so group documents sit together.
The problem it solves
Documents that belong to the whole group, such as structure diagrams or family agreements, end up copied into several client folders.
How it works
- Open the group.
- Link a folder from the practice cloud storage.
- Open the folder from the group whenever you need it.
What your practice gets
- Group-level documents in one place.
- No duplicated copies across client folders.
- Uses your existing cloud storage.
Questions accountants ask
Which storage can I use?
The cloud storage your practice has connected, such as OneDrive, SharePoint or Dropbox.
Do members keep their own folders?
Yes. The group folder is in addition to each client's own folder.
Do files move into Fedix?
No. The folder stays in your cloud storage.
Related features
Features that work alongside group cloud folder.
Client groups
Group related clients such as a family or a business group, and create, merge, split or dissolve groups as structures change.
VideoConnect your cloud storage
Connect OneDrive or Dropbox, test the connection and keep it in sync, so files stay in your own drive.
Group status reports
A live status report for each group, with a PDF version and scheduled emails so partners see where every group stands.
Group org charts
Draw a visual org chart of a group, with positions, notes and supporting nodes, or generate one from recorded relationships.
Group health and ATO summary
Score the health of a client group, flag anomalies and summarise the ATO position across every member.
Group fee summary
See fees and billing for a whole client group in one aggregated summary.
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.