FEDIXPractice admin & settings
My account and sign-in security
Manage your profile, preferences, avatar and activity, and set up multi-factor sign-in by authenticator app, email or SMS.
The problem it solves
Users need to look after their own settings and security.
How it works
- Open My Account.
- Update your profile and preferences.
- Set up multi-factor sign-in.
What your practice gets
- Self-service settings.
- Stronger account security.
- See your activity.
Watch it in the product
A short recording of my account and sign-in security in use.
Questions accountants ask
Which multi-factor methods are offered?
Authenticator app, email or SMS.
Can I see my activity?
Yes.
Is there a tutorial?
Yes, see the My Account tutorial.
Related features
Features that work alongside my account and sign-in security.
Sign-in and account access
Sign in with Microsoft or email, sign up, use one-time codes, reset your password and stay signed in on the FediPilot desktop app.
Self-service settings pages
Settings pages for AI memory, email signatures and practice configuration.
VideoTax agent nomination wording
Control the wording of tax agent nomination emails and engagement letter content in practice settings.
Temporary support access
Grant Fedix support time-limited access to help you, with a banner shown while support is working in your account.
Practice profile and branding
Register your practice, then manage its profile, logo, access settings, multi-factor sign-in requirement and invoice settings.
VideoWork across several practices
Belong to more than one practice, switch between them, set a default and leave a practice when you need 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.