Skip to main content
FEDIX
PricingOnboarding

FEDIX / PRACTICE MANAGER

The client journey.
All connected.

From the first intake form to next year's engagement. Give your practice one place for the client work that makes everything else possible.

Book a practice demoWatch the onboarding demo

CRM, engagement, intake and practice operations. Available as Practice, or alongside MYLEDGER in the Firm bundle.

THE PRACTICE VIEWIllustrative product demo
Client details. Signed scope. A clear next step.

A BETTER FIRST IMPRESSION

One client. Two sides of the experience.

Your client needs a clear next step. Your team needs useful information. Explore how the intake, signing and practice handover connect.

ILLUSTRATIVE WORKFLOW

Collect the details

Your client completes the intake form and supplies the requested information. Your team reviews what has arrived and follows up on gaps.

Collect structured information.

Use intake forms to gather client details and the material your practice requests. Review responses before relying on them.

Keep missing items visible.

A submitted form is the beginning of review. Your team follows up where information is incomplete or needs clarification.

Carry the context forward.

Connect onboarding with the client record and the engagement, so the person preparing the work can pick up the relationship.

ENGAGEMENT & RE-ENGAGEMENT

Make the next year
a continuation.

New clients need an agreed scope. Existing clients need a considered renewal. Bring both into the same engagement workflow, with the client relationship already in context.

  • Prepare engagement letters for your client and services.
  • Review scope, fees and recipients before sending.
  • Collect signatures and keep the agreement connected.
  • Manage re-engagement when it is time to renew.
Show me the engagement workflow

THE RELATIONSHIP CONTINUES

From agreement
to next engagement.

  1. 01Review the client and scope
  2. 02Prepare the engagement letter
  3. 03Collect client signatures
  4. 04Review next period and re-engage

Workflow illustration. Your practice reviews the agreement and decides what needs to change.

Request. Verify.
Review.

Identity checks and signature requests, kept in the client journey.

Identity resultSigned document
Illustrative workflow. Verification usage charges apply.

VOI / KYC / AML & ELECTRONIC SIGNATURES

Keep the important checks in context.

Collect identity documents, review extracted details and keep your verification decision with the client file. Bring VOI, KYC and AML workflow tools into the same onboarding process, with your practice determining the checks required.

  • Prepare the identity verification request.
  • Review extracted names, dates and document details against the source.
  • Request signatures on the right documents.
  • Retain evidence and your review decision on the client file.

Verification supports your process. Your practice determines its identity checks and any applicable AML/CTF obligations.

Explore identity verification

IDENTITY EVIDENCE & COMPLIANCE REVIEW

Keep the checks, findings
and decision together.

Use the identity and screening tools relevant to your engagement, then record the practice review. Software supports the evidence trail; your firm determines its obligations and assessment.

Verification pathways

Work with supported identity-verification providers or a manual verification process. Review the documents, extracted fields and outcome before recording your decision.

Screening & ownership

Use provider-based PEP, sanctions and adverse-media screening where configured. Review potential matches; accept or correct relationship-based beneficial-owner suggestions.

Risk assessment & sign-off

Keep the assessment, findings and reviewer sign-off in the workflow. A completed tool step does not determine that the client or group is compliant.

Explore the KYC and AML tools

QUOTES, INVOICES & DIRECT DEBIT

Connect the agreement
with getting paid.

Keep the commercial side of the relationship alongside the client work. Review what you are charging for, issue the invoice and follow the payment workflow.

01

Quote the work

Prepare the proposed services and fees. Review the quote before sending it to the client.

02

Issue the invoice

Bring the agreed work into invoicing and keep it connected to the client relationship.

03

Collect by direct debit

Use the supported direct-debit setup and payment collection workflow. A valid client mandate and direct debit enabled for your practice payment account are required. Review payment status; processing charges apply.

Watch client intake through quote and payment

THE WORK AFTER ONBOARDING

A place for the whole practice file.

Keep preparation, conversations, ownership and supporting documents connected after the initial engagement is signed.

Tax-return management

Organise the client preparation process, track the return work and keep preparer notes with the task. Your team reviews the evidence and decides when the work is ready. Send prepared returns to clients for e-signature (Beta): FEDIX matches the return to the client record and links the matching invoice for you to confirm, tracks the status as it is viewed and signed, and queues the signed return for your tax agent to review.

FEDIX manages and supports preparation. Lodgement stays in your chosen lodgement software.

Client notes & context

Keep client notes and the history of the relationship available to the people working on the file. Capture preparation context, review questions and conversation notes so a colleague can pick up the work without reconstructing the history.

Bring the client record into the work, instead of starting every conversation from scratch.

Jobs, ownership & follow-up

Organise practice jobs and tasks, assign responsibility and track progress. Keep recurring work and follow-up visible so the team can see who owns the next action and what still needs attention.

Your practice defines the workflow and the people responsible for it.

Documents & e-signatures

Collect documents and request signatures as part of the client relationship. Keep the supporting material available when it is time for preparation and review.

Review the document and recipient before sending a signature request.

THE CLIENT PORTAL

Give clients a place
to do their part.

A portal brings document requests, uploads and the ongoing client relationship into a clearer experience. Your team reviews what arrives and keeps the work moving.

  • Collect requested client documents.
  • Bring engagement signing into the journey.
  • Keep client communication connected.
  • Review outstanding information before preparation.

The device preview uses illustrative sample data, not a live customer file.

RELATIONSHIPS & GROUP COMPLIANCE

The whole relationship.
Not just one entity.

Keep the individuals, companies, trusts and funds in context. Map the relationships your practice maintains, then open the relevant entity record with the relationship in view.

  • Organise clients into practice-defined groups.
  • View entity relationships in the organisation chart.
  • Review ATO obligations, due dates and balances across related entities.
  • Keep ownership, next steps and client communication in context.

Your team confirms group membership and relationships. Relationship-based beneficial-owner suggestions require your acceptance; they do not automatically complete the compliance register.

ILLUSTRATIVE CLIENT STRUCTURE

Client family group
IndividualsEntity record
CompanyEntity record
TrustEntity record
SMSFEntity record
Across the groupRelationships / ATO obligations / Entity balances

Check entity-level detail and sync status before acting on the group picture.

CRM group management. FediPilot preparation.

FEDIX already provides the group and relationship workspace. FediPilot supports preparation across that context with accountant review. Access is for existing MYLEDGER or FEDIX users after personally arranged training.

Explore FediPilot's intended group workflows

ATO INFORMATION, IN THE CLIENT WORK

See what came back.
Know what needs review.

Use authorised ATO data retrieval through FEDIX's DSP integration to bring information into your practice workflow. Check it against your records before relying on it.

Income statements & prefill

Retrieve available income-statement and prefill information for the client. Review the source details and any missing information.

Activity statement history

Bring available activity statement history into review and compare it with the work your practice holds.

Lodgement status & due work

Review the status information returned and use it alongside practice jobs, reminders and preparation.

ATO account workflows

Explore account records alongside accounting preparation, with MYLEDGER available for account reconciliation.

Authorised retrievalReview returned informationDecide the next action

Retrieval, reminders and status tracking do not lodge a return or activity statement. Filing remains in your practice's chosen lodgement software.

Explore the ATO workflows

DOCUMENTS IN THE CLIENT CONTEXT

Client workspace
Engagement & signed documents
Client uploads & source records
Practice notes & supporting files
SharePointDropbox

Illustrative folder organisation. Your connected storage and client mapping determine the available files.

DOCUMENTS & CONNECTED CLIENT FOLDERS

The client record.
The folder behind it.

Connect your practice's document storage and bring client folders into the workflow. Open the relevant folder from the client context and work with documents through the connected storage setup.

  • Configure your practice SharePoint connection.
  • Link client records with their document folders.
  • Import or refresh files from connected SharePoint folders.
  • Use an explicit Sync to folder action for supported file uploads.

SharePoint and Dropbox cloud-folder imports and refreshes depend on permissions and client mapping. Sending a CRM file to the cloud is an explicit per-file action, not automatic two-way synchronisation.

Plan your document setup in onboarding

OPTIONAL AI ASSISTANCE & CONTROLLED COMMUNICATION

Start with context.
Keep control of what leaves.

Use the client record, documents and conversation to support preparation. Your practice sets which workflow runs and who reviews the output.

Email drafting

Prepare replies with the thread and client context. Supported email-triage automation can also create CRM tasks for follow-up.

Your control

Choose draft-only, approval-required or automatic sending for the workflow. Review the rules and recipients before enabling it.

Document workflows

Generate a document draft, revise a section and prepare PDF output within the supported document workflow. Keep the source information and intended client context in view.

Your review

Review generated wording and figures against the source, confirm recipients and approve the document before use. AI-generated text is a draft for your judgement.

SMS & reminders

Send a single SMS, prepare a bulk message for an approved audience or configure the reminder cadence your practice needs.

Your send decision

A team member sends single messages. An authorised user explicitly approves bulk SMS before sending; configured reminders follow your chosen timing.

Available automation and AI options depend on your configured workflow. AI usage and SMS charges apply under your subscription and usage terms.

YOUR EXISTING PRACTICE SETUP

Connect the tools around the work.

Explore Microsoft 365 and Google Workspace communication, connected document storage, payments and authorised ATO information. The available connections depend on your setup.

Explore platform integrationsAuthorised ATO data retrievalSecurity and data handling
Does Practice Manager include MYLEDGER?

Practice Manager and MYLEDGER are distinct products. In our plans, Practice covers practice management, Ledger covers MYLEDGER, and Firm combines the two. See the pricing page and your written quote for the applicable inclusions and usage charges.

Where does FediPilot fit?

FediPilot is an AI assistant for existing MYLEDGER or FEDIX users after training. We personally arrange one-to-one communication, installation and training. There is no independent FediPilot subscription. Firm includes 899 monthly AI credits; Ledger or Practice includes 269. We confirm supported tasks during your one-to-one setup. Accountant review remains part of the workflow.

Does FEDIX lodge tax returns?

No. FEDIX supports practice workflows and accounting preparation. Your practice reviews the work and uses its chosen lodgement software to file.

Can we start with our intake or engagement process?

Bring that workflow to a demo. We can discuss your process, practice size, required connections and rollout before you agree to a plan. Four onboarding sessions over four weeks are included in your subscription.

ONE PRACTICE. A CONNECTED SYSTEM.

Make room for the work
that needs your judgement.

See the client journey in a demo built around your practice.

Book a practice demo
MYLEDGERFrom bank records to financial reports.

Accounting preparation, with your review.

FEDIPILOTYour practice assistant.

Explore supported workflows and personally arranged access.

PLANS & PRICINGPractice on its own. Both in Firm.

Compare the platform plans.

Fedix Practice Manager

The Complete Operating System for Your Accounting Practice

MyLedger powers your accounting engine. Fedix Practice Manager handles the rest -- client management, billing, payroll, compliance, and AI automation. One platform. One login.

Request a Practice ReviewBack to MyLedger

Guided onboarding by our Australian-based team · Combine with MyLedger in the Firm subscription

Run daily by an Australian accounting firm
Works withXeroATO· Data importMYOB (CSV import)
The Problem

Your problem isn't a missing tool. It's a missing system.

Seven or eight tools. None of them talking to each other. You are the glue.

Ledger

Practice manager

Document storage

Email

Time billing

Tax software

Spreadsheets

E-sign

The Solution

It takes three things to run an Australian practice.

Fedix Practice Manager runs the clients, the documents, the compliance and the communication. MyLedger takes raw records through a reconciled ledger, supporting working papers and a Special Purpose Financial Report. Fedix does not lodge. Your own Xero Tax, LodgeiT or other separate lodgement software finishes filing. We give you the first two and hand off cleanly to the third — and nobody else joins all three up.

1From Fedix

Fedix Practice Manager

Clients, invoices, notes, ATO records, engagement and chase documents, e-sign, AML and KYC. The whole back office in one place.

2From Fedix

Fedix MyLedger

Raw records through a reconciled ledger, supporting working papers and a Special Purpose Financial Report. Fedix does not lodge.

3Yours

Your lodgement software

Xero Tax, LodgeiT, or other separate lodgement software your practice selects completes the filing.

No one else does this end to end.

Every other vendor sells you one piece and leaves you to wire it to the rest. Fedix is built as one system, and it hands off to yours without re-keying.

FedixIllustration

You brief it

“Take on ACME Pty Ltd. Send them the engagement letter, ask for the documents, and get the bank statements in.”

It opened these

  • Engagement letter drafted from the client recordDone
  • Document checklist sent to the client portalDone
  • Bank statements read and filed against the engagementWorking
  • Covering email drafted - ready for your reviewYou

Your practice decides what stays drafted, what needs approval, and what runs automatically.

Request a Practice Review
See How It Works

A Day in a Fedix-Powered Practice

Here's what a typical Tuesday looks like.

An illustrative day. Your workflow will differ.

8:30 AM

Client Onboarding

New client walks in - Fedix creates their file, sends the engagement letter, and requests ID verification. All from one brief.

9:15 AM

Bank Reconciliation

Last night's bank statements are already imported and categorised. 847 transactions, AI-coded. Ready for your review.

10:00 AM

GST Reconciliation

GST reconciled against ATO data with flagged items highlighted. You review the figures and carry them into your own lodgement software.

11:30 AM

Document Collection

Document requests sent to 12 clients. Fedix monitors uploads and chases anyone who hasn't responded.

2:00 PM

Email & Communications

Client emails auto-triaged by urgency. Draft responses waiting for your review. Important items flagged.

4:30 PM

Billing & Wrap-up

Time entries logged, invoices generated, payment reminders sent. Tomorrow's priorities already queued.

You Make the Decisions. Fedix Does the Work.

Your practice decides what Fedix can do: draft only, wait for approval, or run automatically. You control every workflow. Fedix does not lodge.

AI proposes, you accept

Colour-coded confidence per row. AI codings arrive as ghost text you accept key-by-key - never silently auto-applied. Full undo/redo and autosave.

Your practice sets the control level

Set each workflow to draft only, require approval, or run automatically. The accounting practice controls what Fedix may do and can change that setting as its processes evolve.

Copilot write approvals are recorded

When Copilot asks you to approve a write, Fedix retains an audit record of who approved it, when, and what was approved.

Fedix enhances accountant expertise - it does not replace professional judgment.

Integrations

It plugs into what you already run.

Xero, banks and Microsoft 365 connect directly — the rest is everything else your practice already has open.

Xero

Xero

Bi-directional sync of accounts, invoices, and contacts

LiT

LodgeiT

Data import

Import and export return data.

XPM

Xero Practice Manager

Accountant-controlled: import, compare and push client records; your team controls inbound changes and conflicts

MYOB

MYOB

Data import

Import MYOB data via CSV export (not a live sync)

ATO

ATO

Prefill and lodgement-status data through Fedix's DSP integration

CBA·ANZ NAB·WBC

Major Banks

Direct bank feeds via Open Banking

Stripe

Stripe

Subscription billing and payment collection

Microsoft 365

Email, calendar, and Teams via Graph API

SharePoint

SharePoint

Document management and cloud folders

Microsoft Teams

Microsoft Teams

Meeting scheduling and transcription

Dropbox

Dropbox

Cloud folder sync with 30-day retention

Google Workspace

OAuth, Gmail, Calendar, and Drive

ASIC

ASIC

Company-name availability and Corporations Act naming checks

Fedix reads the data in and hands the reconciled numbers back out.

Ready to Run Your Practice from One Platform?

Start with MyLedger. Expand to the full Fedix platform when you're ready.

Request a Practice ReviewBook a 15-min Walkthrough

Six-month initial term, then monthly · Onboarding included · See Terms.