Signatory resolution
Work out who signs for a client entity (director, trustee or partner) so documents go to the right person.
The problem it solves
Sending a company or trust document to the wrong person delays the job and looks careless.
How it works
- Record the client's relationships, such as directors and trustees.
- When you send a document, Fedix resolves the signatory from those relationships.
- Check the proposed signer and send.
What your practice gets
- The right signer for companies, trusts and partnerships.
- Less manual checking before each send.
- Built on the relationships you already record.
Questions accountants ask
Where does the signatory come from?
From the relationships recorded on the client, such as director, trustee or partner.
Can I change the signer?
Yes. You review the proposed signer before sending.
Does it work for individuals?
For individuals the client signs; resolution matters most for entities.
Related features
Features that work alongside signatory resolution.
Client relationships
Record who is related to whom (spouse, director, trustee, beneficiary and more) using relationship types your practice defines.
VideoClient cloud folders
Link each client to their OneDrive, SharePoint or Dropbox folder, match folders automatically, create a folder structure and keep it in sync.
VideoMultiple folder sources per client
Attach more than one cloud folder to a client, choose the primary one, and sync or push documents to it.
Outstanding lodgements per client
See every outstanding lodgement for a client across years in one list.
Client cover pages
Generate a branded cover page for a client pack in your practice style.
Identify the client from a document
Upload an unlabelled document and Fedix suggests which client it belongs to, for you to confirm.
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.