INCLUDED IN YOUR SUBSCRIPTION
Four weeks.
Your practice, connected.
Four onboarding sessions to set up the tools, train your team and shape the workflow around the clients you actually serve.
Discuss your practice setupFour weeks, four sessions included. Six-month initial subscription term, then monthly.
Open your preparation checklistYOUR ONBOARDING PATH
ONE SESSION. A CLEAR OBJECTIVE. EACH WEEK.
Explore your four-week journey.
Choose a week to see what to bring, what we work through together and the outputs to take forward.
YOUR FOUNDATION
Connect the practice
Get your client data into FEDIX and connect the systems your team works with.
Before the session
Identify your existing systems, available exports, document locations and the people who can authorise connections.
All client groups
In the session
- Account signup and your practice setup
- Agree migration scope for clients, services, jobs and historical records; import and reconcile supported data
- Connect SharePoint or Dropbox as appropriate
- Configure engagement and ATO reminder workflows
- Triage clients into A, B and C workflows
What you take forward
- Practice signup completed and initial client data imported and checked
- SharePoint or Dropbox connection configured with your team
- A first client-routing map, reminder configuration and migration exception list
We tailor the migration to your source systems, check the imported data with your team and record any remaining access or data requirements.
Explore the toolsTHE RIGHT PROCESS FOR THE CLIENT
One practice. Three kinds of work.
Client triage begins in week one. Training then follows the work from straightforward individual clients to more complex, tailored engagements.
Straightforward individual clients
Build a repeatable client journey with FEDIX engagement, signing and return management.
Practise in week 2BClients needing a simple ledger
Work through MYLEDGER imports, reconciliation and the exceptions that need accounting judgement.
Practise in week 3CComplex clients and tailored services
Map a more detailed preparation and review workflow, with FediPilot capabilities in mind.
Plan in week 4YOUR COMPLETE PROGRAMME
Keep the plan in view.
All four sessions are included. The working examples and migration approach are shaped around your practice and available systems.
WEEK 01Connect the practice
Get your client data into FEDIX and connect the systems your team works with.
Prepare
Identify your existing systems, available exports, document locations and the people who can authorise connections.
Session agenda
- Account signup and your practice setup
- Agree migration scope for clients, services, jobs and historical records; import and reconcile supported data
- Connect SharePoint or Dropbox as appropriate
- Configure engagement and ATO reminder workflows
- Triage clients into A, B and C workflows
Deliverables
- Practice signup completed and initial client data imported and checked
- SharePoint or Dropbox connection configured with your team
- A first client-routing map, reminder configuration and migration exception list
WEEK 02Run the client work
Train your team on the everyday client journey and straightforward individual-return work.
Prepare
Bring intake questions, checklist variants, engagement templates and ten Category A pilot clients, including two messy cases. Confirm the sending mailbox and the people responsible for review.
Session agenda
- Engagement, re-engagement, intake forms, document checklists and e-signatures
- VOI, KYC and AML checks: results, exceptions and reviewer responsibilities
- Relationships, family groups and group compliance responsibilities
- Client notes, task management, owners, due dates and tax-return tracking
- Quotes, invoices and direct debit: setup, authorisation and payment follow-up
- ATO information and reminders; document and client folders with SharePoint sync
- Optional AI documents, AI email and SMS automation with practice-defined controls
Deliverables
- A practised Category A journey from intake and checks through engagement, quote, invoice and work handover
- Named owners for checks, group obligations, notes, tasks and exceptions
- A reviewed configuration list covering payments, ATO reminders, folders and selected automations
WEEK 03Prepare the accounts
Understand the ledger structure and practise the path from source records to reviewed accounting outputs.
Prepare
Bring an appropriate sample ledger or bank records and note the accounting exceptions your team encounters.
Session agenda
- MYLEDGER data structure and setup
- Import records and review the results
- Reconciliation and exception handling
- Division 7A, depreciation and amortisation scenarios
- Category B: a simple-ledger preparation workflow
Deliverables
- A sample import and reconciliation walkthrough
- A list of exceptions and accounting treatments for practitioner review
- A Category B preparation process for your team
WEEK 04Plan the complex work
Design a more tailored service workflow for complex clients and plan where FediPilot could assist.
Prepare
Bring a complex client scenario, your review requirements and the tasks that need the most practice-specific handling.
Session agenda
- Category C: complex-client and premium-service requirements
- Map evidence, preparation and review handovers
- Plan a deeply tailored FediPilot workflow
- Identify access, dependencies and accountant approval points
- Personally arranged FediPilot installation and training for existing MYLEDGER or FEDIX users
Deliverables
- A complex-client workflow and review map
- A prioritised custom-workflow plan
- A personally arranged installation and training plan, with access after training
FediPilot access is for existing MYLEDGER or FEDIX users after training. We personally arrange one-to-one communication, installation and training.
BEFORE WE START
Bring the right starting point.
Use this preparation checklist across all four sessions. We agree migration scope and prioritise the workflows your team needs first; unresolved items stay on the rollout plan.
Ticks are saved in this browser only. This is a preparation aid, not a shared project tracker or completion sign-off.
Start with the core client journey, then configure the optional workflows relevant to your practice. Week 4 covers FediPilot workflow planning and personally arranged installation and training for existing MYLEDGER or FEDIX users. Your onboarding plan records owners, dependencies and next actions.
Start with your practice.
Build the workflow together.
Four weeks of onboarding are included in your subscription. Bring your current tools, your team and the work you want to improve.