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FEDIXEngagement, onboarding & intake

Practice welcome hub

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

More in Engagement, onboarding & intake Search all features

The problem it solves

A new system is daunting when you do not know where to start or whether setup is complete.

How it works

  1. Open the welcome hub after signing up.
  2. Work through the milestones, starting with the demo client and a test engagement.
  3. Check setup completeness and move on to your real clients.

What your practice gets

  • A clear path to first use.
  • Practise on demo data before real clients.
  • See what setup is still outstanding.

Questions accountants ask

Is there demo data?

Yes. A demo client is provided so you can try workflows safely.

Can I send a test engagement?

Yes. The hub includes a test engagement.

Is onboarding help included?

Yes. See the onboarding page for what is included.

Features that work alongside practice welcome hub.

Demo practice

Create a practice filled with fictional data to explore or train in, and reset or delete it when you are done.

Onboarding help emails

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

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.

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Engagement co-signing

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

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New-client intake form

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

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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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