FEDIXEngagement, onboarding & intake
New-client intake form
Give prospective clients a protected public form to submit their details through a Fedix link.
The problem it solves
Typing a new client's details from an email or a phone call is slow and error-prone.
How it works
- Share your intake form link with a prospective client.
- The client completes the form themselves.
- Review the submission and create the client from it.
What your practice gets
- New clients enter their own details.
- Less retyping for staff.
- Spam protection on the public form.
Watch it in the product
A short recording of new-client intake form in use.
Questions accountants ask
Does the client need an account?
No. They complete the form from the link.
Is the form protected from spam?
Yes. It includes bot protection.
Is the client created automatically?
The submission comes to your team to review.
Related features
Features that work alongside new-client intake form.
Fedix links for clients
Clients act on emailed links (book a meeting, accept a quote, pay an invoice, confirm details or view return information) without logging in.
Leads pipeline
Track prospects with status, activities and notes, get AI suggestions on next steps and convert a lead into a client.
VideoBot protection on public forms
Public forms such as intake, upload and booking pages are protected against bots.
STP authorisation requests
Generate and send Single Touch Payroll authorisation letters to clients and track their status in one worklist.
Ethical clearance requests
Send an ethical clearance request to a new client's previous accountant, who replies on a simple response page.
Practice welcome hub
A welcome page for new practices with setup milestones, a demo client and a test engagement to try.
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.