Practice email templates
Edit the wording of practice emails by type, such as reminders, invoices and engagement emails, and turn automation on or off.
The problem it solves
Generic system emails do not sound like your practice.
How it works
- Open the email templates.
- Edit the wording for each type of email.
- Turn the related automation on or off.
What your practice gets
- Your wording on every automatic email.
- Control over which emails send automatically.
- Consistent communication.
Questions accountants ask
Which emails can I edit?
Practice email types such as reminders, invoices and engagement emails.
Can I turn automatic emails off?
Yes, per type.
Do templates include my branding?
Yes, alongside your signature.
Related features
Features that work alongside practice email templates.
Bounce and open tracking
Know whether an email bounced or was opened, with unsubscribe handling and regular bounce processing.
Bulk email and reminders
Send large emails, reminders and campaigns in the background, so big sends finish reliably without tying up the screen.
In-app notifications
A list of in-app alerts you can mark as read or delete.
Email inbox in the practice system
A full Microsoft 365 email client inside Fedix: inbox, sent, starred, unread, deleted, search, people search and attachments.
VideoCompose, reply and schedule email
Write, reply and forward with a preview, save drafts and schedule sends, with your signature applied.
VideoAI email assistant
AI drafts replies, summarises long threads, suggests quick replies, pulls out tasks and builds document checklists from email, all for you to review before anything is sent.
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.