FEDIX Practice management
Practice admin & settings
Set up and run the practice account: profile and branding, team and roles, subscription, support, personal security and practice-wide wording.
Who it is for
Practice owners and administrators, and every user managing their own account.
Features in Practice admin & settings
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.
Practice ownership transfer
Transfer ownership of a practice account to someone else, who accepts from an email link.
Team invitations
Invite users, resend or cancel invitations, update roles, preview the seat impact and remove access.
VideoRoles and permissions
Custom roles built on a permission matrix, with cloning, system defaults, per-user overrides and a log of permission changes.
VideoPlan and trial status
See your plan, subscription status and trial status, with upgrade pages and reminders as your trial or billing cycle ends.
Modules per practice
Optional modules and beta features are switched on per practice.
In-product support
Raise support tickets inside Fedix and see your assigned relationship manager.
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.
VideoSign-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.
More from FEDIX
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.