FEDIXPractice admin & settings
Work across several practices
Belong to more than one practice, switch between them, set a default and leave a practice when you need to.
The problem it solves
Accountants who work for several firms should not have to log out and back in.
How it works
- See the practices you belong to.
- Switch practice from the picker.
- Set a default, or leave a practice.
What your practice gets
- Switch without logging out.
- Data kept separate per practice.
- A default practice on sign-in.
Questions accountants ask
Is data shared between practices?
No. Each practice's data is separate.
Can I set a default?
Yes.
Can I leave a practice?
Yes.
Related features
Features that work alongside work across several practices.
Practice profile and branding
Register your practice, then manage its profile, logo, access settings, multi-factor sign-in requirement and invoice settings.
VideoPractice 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.
VideoPlan and trial status
See your plan, subscription status and trial status, with upgrade pages and reminders as your trial or billing cycle ends.
Modules per practice
Optional modules and beta features are switched on per practice.
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.