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FEDIXEngagement, onboarding & intake

Onboarding help emails

New practices receive a staged series of help emails while they get started, and can unsubscribe at any time.

More in Engagement, onboarding & intake Search all features

The problem it solves

People forget what they learned in the first session and miss features that would help them.

How it works

  1. Start using Fedix.
  2. Receive short help emails at stages through your first weeks.
  3. Unsubscribe from the series if you no longer need it.

What your practice gets

  • Timely tips while you settle in.
  • Nothing to set up.
  • Easy to opt out.

Questions accountants ask

Can I stop the emails?

Yes. Every email lets you unsubscribe.

Who receives them?

Users of newly created practices.

Do they replace training?

No. Training sessions are included and bookable separately.

Features that work alongside onboarding help emails.

Practice welcome hub

A welcome page for new practices with setup milestones, a demo client and a test engagement to try.

Engagement letters by secure link

Send engagement letters through a password-protected link, track their status, keep the signed PDF and send in bulk.

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Annual re-engagement

Send yearly re-engagement letters where clients verify their identity, then confirm their details and the scope of work.

Video

Engagement co-signing

Let several signatories co-sign one engagement letter, with reminders and the option to cancel.

Video

New-client intake form

Give prospective clients a protected public form to submit their details through a Fedix link.

Video

STP authorisation requests

Generate and send Single Touch Payroll authorisation letters to clients and track their status in one worklist.

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.

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