FEDIX Practice management
Work that runs in the background
Reminders, digests, syncs and checks that run unattended, so deadlines, documents and data do not depend on someone remembering.
Who it is for
Every practice using Fedix; these run for you without set-up.
Features in Work that runs in the background
Scheduled work only in your live practice
Scheduled work such as reminders and emails runs only in the live environment, so test and training systems never send real messages by accident.
Client reminder sequences
Client reminders and follow-ups go out on schedule in the background.
Document collection digest
A regular digest email summarises document collection progress, instead of many separate alerts.
Scheduled email delivery
Emails you schedule go out on time, and writing-style learning is processed in the background.
Cloud folder upkeep
Background upkeep keeps cloud folders linked and in sync: picking up changes, linking client folders and emptying old trash.
Verification results that always arrive
Identity verification results are checked and reconciled in the background, so a result is not lost if a notification fails.
Scheduled group status emails
Group status reports are emailed on the schedule you set.
Feedback that turns into improvements
Feedback and errors reported in the product are triaged automatically and routed to the team as improvement requests.
Heavy work handled in the background
Large tasks such as bulk email, syncs, form submissions, PDF rendering and AI work run in the background so the app stays responsive.
Daily ATO refresh and reminders
Your ATO lodgment data refreshes every day and lodgment reminders send automatically, when your practice turns these on.
Continuous receipt matching
Bank receipts are matched and receipt emails sent continuously in the background.
FediPilot quality and usage review
FediPilot conversations are reviewed for quality and usage is rolled up daily.
Compliance deadline checks
Background checks for BAS and IAS obligations, threshold transaction report deadlines, lodgement follow-ups, job status and overdue work, so deadlines never rely on memory.
More from FEDIX
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.