FEDIXPractice admin & settings
Tax agent nomination wording
Control the wording of tax agent nomination emails and engagement letter content in practice settings.
The problem it solves
Standard wording for nominations and engagements should be set once by the practice.
How it works
- Open the nomination settings.
- Edit the email and engagement wording.
- Save; it is used from then on.
What your practice gets
- Practice-controlled wording.
- Consistency across clients.
- Easy to update.
Questions accountants ask
Which content can I edit?
Tax agent nomination emails and engagement letter content.
Does it apply to all staff?
Yes. It is a practice setting.
Can I change it later?
Yes.
Related features
Features that work alongside tax agent nomination wording.
Practice profile and branding
Register your practice, then manage its profile, logo, access settings, multi-factor sign-in requirement and invoice settings.
VideoTemporary support access
Grant Fedix support time-limited access to help you, with a banner shown while support is working in your account.
Work 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.
VideoRoles and permissions
Custom roles built on a permission matrix, with cloning, system defaults, per-user overrides and a log of permission changes.
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.