SharePoint integration
Connect SharePoint, browse sites and drives, and import documents into Fedix or export them back.
The problem it solves
Firms that standardise on SharePoint want documents to stay there.
How it works
- Connect SharePoint for your practice.
- Browse sites and drives.
- Import or export documents as needed.
What your practice gets
- Documents stay in SharePoint.
- Two-way import and export.
- Per-practice connection.
Questions accountants ask
Can I browse SharePoint sites?
Yes, sites and drives.
Can I export documents to SharePoint?
Yes.
Is it per practice?
Yes.
Related features
Features that work alongside sharepoint integration.
File access rules
Restrict who can see which files and folders, and check access in bulk.
Automatic filing rules
Set rules so incoming files are filed into the right folder automatically.
Document templates and AI generation
A template library with categories, AI help to enhance or generate documents and presentations, and export and rendering.
VideoBulk document production
Dedicated pages for producing documents in volume from templates and client data.
FediDoc document builder
Assemble complex client documents with AI, section by section, regenerating sections, reordering them and exporting to PDF.
AI document editor
An AI document editor with brand kits, block-by-block rewriting, images and export to PDF or Markdown.
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.