Letterhead themes
Practice letterhead themes, with ready-made defaults, so letters carry your branding.
The problem it solves
Letters without consistent branding look unprofessional.
How it works
- Choose a default theme or create your own.
- Apply your branding.
- Letters use the theme.
What your practice gets
- Consistent letterhead.
- Defaults to start from.
- Professional letters.
Questions accountants ask
Are there defaults?
Yes.
Can I have more than one theme?
Yes.
Which documents use it?
Letters and documents produced in Fedix.
Related features
Features that work alongside letterhead themes.
Ask questions of a client's documents
Chat with a client's documents to find answers without opening every PDF.
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.
VideoClient upload links
Send clients a link to upload documents without logging in, and collect what they submit.
VideoDocument collection and chasing
AI-drafted document checklists per client, sent in batches, with chasing (including bulk chasing), templates and a daily digest.
VideoSecure document sharing
Share sensitive documents through expiring links; recipients confirm a code before they can download.
VideoConnect your cloud storage
Connect OneDrive or Dropbox, test the connection and keep it in sync, so files stay in your own drive.
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.