Multiple folder sources per client
Attach more than one cloud folder to a client, choose the primary one, and sync or push documents to it.
The problem it solves
Long-standing clients often have documents scattered across several drives and older folder structures.
How it works
- Add each folder that holds the client's documents.
- Mark one folder as primary.
- Sync the folders and push new documents to the primary folder.
What your practice gets
- Scattered documents managed from one client record.
- A clear primary location for new documents.
- No need to restructure old folders first.
Questions accountants ask
Why would a client need several folders?
Documents may sit in older structures or different drives; you can link them all.
Where do new documents go?
To the folder you mark as primary.
Can I change the primary folder?
Yes, at any time.
Related features
Features that work alongside multiple folder sources per client.
Client cloud folders
Link each client to their OneDrive, SharePoint or Dropbox folder, match folders automatically, create a folder structure and keep it in sync.
VideoOutstanding lodgements per client
See every outstanding lodgement for a client across years in one list.
Client cover pages
Generate a branded cover page for a client pack in your practice style.
Identify the client from a document
Upload an unlabelled document and Fedix suggests which client it belongs to, for you to confirm.
Document 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.
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.