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FEDIXTax lodgment status & ATO data

Tax planning reminder campaigns

Email tax-planning reminders to selected clients from templates and campaigns, with a test send and the recipient list.

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The problem it solves

End-of-year tax planning outreach is valuable, but sending it client by client never happens.

How it works

  1. Choose or edit a reminder template.
  2. Select the clients for the campaign and send yourself a test.
  3. Send the campaign and track the recipients.

What your practice gets

  • Proactive outreach in bulk.
  • Test before anything goes to clients.
  • A record of who received it.

Watch it in the product

A short recording of tax planning reminder campaigns in use.

Questions accountants ask

Can I test a campaign first?

Yes. Send a test before the real send.

Can I choose which clients receive it?

Yes. You select the recipients.

Do contact preferences apply?

Your practice controls communication preferences on each contact.

Features that work alongside tax planning reminder campaigns.

Compose, reply and schedule email

Write, reply and forward with a preview, save drafts and schedule sends, with your signature applied.

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ATO lodgment worklist

See every client's ATO lodgment list, with due dates and status, in one worklist you can refresh in bulk.

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ATO client list import

Read your practice's ATO client list, import clients and add client relationships, with a record of each change.

Nightly ATO lodgment refresh

Your practice's ATO lodgment status refreshes on a daily schedule, with settings, logs and a run-now option.

Lodgment reminders to clients

Generate, preview and send reminders to clients about outstanding returns, manually or on an automatic schedule with escalation templates.

ATO account transactions and balances

See each client's ATO account transactions and balances inside the client record.

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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.

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