Send documents for e-signature
Create a signing document from a file or template, place the fields, invite the signers, track progress, cancel if needed and keep the signed copy.
The problem it solves
Printing, signing, scanning and posting documents delays every job.
How it works
- Upload a file or start from a template.
- Place signature fields and add the signers.
- Send, track progress and keep the signed PDF.
What your practice gets
- Documents signed online.
- Progress tracked for each signer.
- Signed copies retained.
Watch it in the product
A short recording of send documents for e-signature in use.
Questions accountants ask
What do I receive at the end?
Fedix provides a signed PDF and a Certificate of Completion. Your practice decides whether e-signature is suitable for each document and purpose.
Can I cancel a sent document?
Yes.
Can several people sign?
Yes. Add each signer.
Related features
Features that work alongside send documents for e-signature.
Client documents
Upload client documents one at a time or in batches, organise them, rename and move them, control visibility and re-run AI classification, with sync to your cloud storage.
VideoAppointment notes with client sign-off
Record meeting notes against the client, export them to PDF and send them to the client for e-signature.
VideoSend tax returns for signature
Send prepared returns to clients in batches for e-signature, with the invoice and payment attached and a date before which the return will not be lodged.
VideoTax packs
Build a tax pack from an uploaded return, with a review checklist and signature placement, then send it to the client to sign and download.
Company and trust formation
Run new company and trust set-ups as one tracked process: structure templates, people, documents, a proposal for client approval, e-signature, pricing and stamp duty, and AI suggestions.
Client signing page
Signers open a link, verify who they are, sign and submit from any device.
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.