Identify the client from a document
Upload an unlabelled document and Fedix suggests which client it belongs to, for you to confirm.
The problem it solves
Scans and email attachments arrive without a client name on the file, and someone has to open each one to work out where it goes.
How it works
- Upload the document.
- Fedix reads it and suggests the matching client.
- Confirm the suggestion and file the document.
What your practice gets
- Less time opening documents to see whose they are.
- You confirm every match.
- Fits into document filing and collection workflows.
Questions accountants ask
Is the match automatic?
Fedix suggests the client; you confirm before it is filed.
What if it cannot tell?
You choose the client yourself.
Does it use AI?
Yes. AI reads the document to suggest the match.
Related features
Features that work alongside identify the client from a document.
Client documents
Upload client documents one at a time or in batches, organise them, rename and move them, control visibility and re-run AI classification, with sync to your cloud storage.
VideoDocument classification preview
Preview how AI would classify a document into the client's document structure before it is filed.
Client tax timeline
Publish a per-client tax timeline that the client can see in their portal, so they know where their return is up to.
Invite clients to the portal
Send a client portal invitation by email (with a preview) or by SMS.
Client payment status badges
See each client's payment and overdue status as a badge on the client list.
Client list and search
Find any client in the practice by name, reference or TFN from one searchable, filterable and sortable list.
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.