FEDIXWork that runs in the background
Scheduled work only in your live practice
Scheduled work such as reminders and emails runs only in the live environment, so test and training systems never send real messages by accident.
The problem it solves
A test system that sends real reminders to clients is a serious embarrassment.
How it works
- Scheduled work is defined once.
- It runs only in the live environment.
- Individual jobs can be run on demand when needed.
What your practice gets
- No accidental emails from test systems.
- Predictable scheduled work.
- On-demand runs for support.
Questions accountants ask
Does this affect my practice?
Your live practice runs scheduled work normally.
What about demo practices?
Demo data is separate from real clients.
Can a job be run immediately?
Yes, on demand.
Related features
Features that work alongside scheduled work only in your live practice.
Client reminder sequences
Client reminders and follow-ups go out on schedule in the background.
Document collection digest
A regular digest email summarises document collection progress, instead of many separate alerts.
Scheduled email delivery
Emails you schedule go out on time, and writing-style learning is processed in the background.
Cloud folder upkeep
Background upkeep keeps cloud folders linked and in sync: picking up changes, linking client folders and emptying old trash.
Verification results that always arrive
Identity verification results are checked and reconciled in the background, so a result is not lost if a notification fails.
Scheduled group status emails
Group status reports are emailed on the schedule you set.
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.