FEDIXPractice admin & settings
Practice profile and branding
Register your practice, then manage its profile, logo, access settings, multi-factor sign-in requirement and invoice settings.
The problem it solves
Every client-facing document depends on accurate practice details and branding.
How it works
- Register the practice.
- Add your profile details and logo.
- Set access, sign-in security and invoice settings.
What your practice gets
- Branded client documents.
- Practice-wide security settings.
- One place for practice details.
Watch it in the product
A short recording of practice profile and branding in use.
Questions accountants ask
Can I require multi-factor sign-in?
Yes. The practice can turn on a multi-factor requirement.
Where does my logo appear?
On client-facing documents such as invoices and letters.
Is there a quick sign-up?
Yes. A quick registration is available.
Related features
Features that work alongside practice profile and branding.
Practice ATO connection setup
Set up your practice's connection to ATO online services, test it, and manage your tax agent numbers.
Work 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.
VideoTax agent nomination wording
Control the wording of tax agent nomination emails and engagement letter content in practice settings.
Roles and permissions
Custom roles built on a permission matrix, with cloning, system defaults, per-user overrides and a log of permission changes.
VideoSee 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.