FEDIXClient groups & org charts
Group health and ATO summary
Score the health of a client group, flag anomalies and summarise the ATO position across every member.
The problem it solves
Problems in one entity of a group, like an overdue lodgment or a growing ATO balance, are easy to miss until a deadline has passed.
How it works
- Open the group.
- Review its health score and any anomalies flagged across members.
- Check the summarised ATO position and follow up the members that need attention.
What your practice gets
- Spot problem groups before deadlines are missed.
- One ATO summary across every member.
- A prompt for proactive conversations with the client.
Questions accountants ask
What does the health score look at?
It summarises the state of the group's members, including anomalies and the ATO position, so you can see where to look first.
Where does the ATO information come from?
From ATO data retrieved for the group's members through Fedix's ATO integration.
Does it change anything on the client files?
No. It is a summary for your review.
Related features
Features that work alongside group health and ato summary.
Client groups
Group related clients such as a family or a business group, and create, merge, split or dissolve groups as structures change.
VideoGroup fee summary
See fees and billing for a whole client group in one aggregated summary.
Group cloud folder
Link one shared cloud folder to a client group so group documents sit together.
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.
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.