Fedix Practice Manager
Streamline your practice operations with automated client onboarding, payment collection, document management, and ATO integration. Optional add-on to MyLedger.
Everything you need to run your practice operations
Streamline client onboarding, payment collection, document management, and ATO obligations—all in one platform.
1-Click Client Engagement
Send professional client engagement letters instantly with one click. Streamline your client onboarding process with automated documentation.
1-Click Payment Collection
Charge client accounts instantly with one click using direct debit. Supports online payments and automatically manages and closes invoices based on payment status.
ATO Integration for Practice Operations
Retrieve client information, accounts, lodgement, due dates directly from the ATO. Unified ATO dashboard for clients and lodgement due-dates.
AI Email Tax Agent
Write professional emails using AI and send them directly from Fedix. Never struggle with client communication again.
AI Notetaker
Powerful note-taking platform that generates full meeting minutes from scripts automatically.
Document Management System
AI-powered document management that helps you store, name, and categorize client documents professionally.
Key Capabilities
Automate your practice operations and reduce administrative overhead
Client Onboarding
- 1-click engagement letters
- Automated client setup
- ATO client registration
- Document collection
- Client portal access
Payment Management
- Direct debit integration
- Online payment gateway
- Recurring invoices
- Payment tracking
- Automatic invoice closure
ATO Operations
- Client lodgement tracking
- Due date management
- ATO account reconciliation
- Obligation monitoring
- Automated reminders
Document Management
- AI-powered categorization
- Secure document storage
- Client document portal
- Version control
- Search and retrieval
Communication
- AI email generation
- Professional email templates
- Meeting notes automation
- Client communication log
- Reminder system
Practice Workflow
- Task management
- Due date tracking
- Client status monitoring
- Workflow automation
- Reporting and analytics
How Practice Manager works
Streamline your practice operations in three simple steps
Onboard clients instantly
Send professional engagement letters with one click. Automate client setup, ATO registration, and document collection through the client portal.
Manage operations seamlessly
Track ATO obligations, due dates, and lodgements. Collect payments automatically. Manage documents and communications—all in one place.
Automate workflows
AI-powered email generation, meeting notes, and reminders. Reduce administrative overhead and focus on high-value work.
Works seamlessly with MyLedger
Practice Manager integrates with MyLedger to provide a complete practice management solution
Unified Workflow
- Client onboarding flows directly into MyLedger
- ATO data syncs between both modules
- Documents accessible from both systems
- Single sign-on for all features
Optional Add-on
- Most firms start with MyLedger only
- Add Practice Manager when needed
- No disruption to existing workflows
- Flexible pricing based on usage
Ready to streamline your practice operations?
Practice Manager is available as an optional add-on to MyLedger. Apply for access to get started.