FEDIXPractice admin & settings
Self-service settings pages
Settings pages for AI memory, email signatures and practice configuration.
The problem it solves
Configuration should not need a support call.
How it works
- Open settings.
- Choose AI memory, email signature or practice settings.
- Make your changes.
What your practice gets
- Self-service configuration.
- Grouped settings.
- Changes take effect for your team.
Watch it in the product
Short recordings of self-service settings pages in use.
Questions accountants ask
Who can change practice settings?
Users your practice permits.
Can I manage AI memory here?
Yes.
Is there a tutorial?
Yes, see the practice settings tutorial.
Related features
Features that work alongside self-service settings pages.
Tax 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.
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.
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.