Videos

Product demos

Practice Manager tutorials

Recorded on a demo practice with fictional data. English narration with captions.

1:50

Send an engagement letter

Pick a template, services and fees, preview the letter and send it, then follow it from Sent to Signed on t...

2 min - tutorials

2:12

Annual re-engagement

Send a re-engagement for a new financial year to an existing client and see which details are carried over ...

2 min - tutorials

1:11

Track engagements

Filter engagements by sent, viewed, signed or overdue, resend a reminder and open the signed PDF.

1 min - tutorials

2:43

Group and co-sign engagements

Send one engagement to a group with several signers and follow the co-sign progress on the client record.

3 min - tutorials

2:08

Send a document for e-signature

Upload a PDF, place the signature fields, add recipients and send it for electronic signature. You review t...

2 min - tutorials

1:49

Email a client from the client record

Compose an email from a client record with a template and an attachment, then find the thread in the client...

2 min - tutorials

1:14

Work the email inbox

Link an email to a client, reply and assign it to a colleague from the shared inbox.

1 min - tutorials

1:33

Add a new client

Add an individual or a company, fill in the key details and land on the new client record.

2 min - tutorials

1:41

Client notes and appointment notes

Add a client note or an appointment note and find it again later. An optional AI summary is a draft; you ca...

2 min - tutorials

2:05

Client Summary at a glance

What each card on the client Summary tab shows, how pinned tabs work and how to edit the client.

2 min - tutorials

1:24

Client memory

See what the AI assistant has kept about a client, then review it yourself: add, correct or remove any fact.

1 min - tutorials

2:09

Client documents

Upload documents, organise folders, preview files and share them with the client.

2 min - tutorials

1:28

File manager

Find, search and move practice files in the File Manager.

1 min - tutorials

1:24

Document templates

Create a document template with merge fields and generate a document for a client. Review the generated doc...

1 min - tutorials

1:46

Jobs board

Create a job, move it through its stages and filter the board.

2 min - tutorials

1:18

Tasks for a client

Create a task for a client, assign it, set a due date and mark it complete.

1 min - tutorials

1:57

Quotes

Create a quote and convert it into an invoice or an engagement.

2 min - tutorials

1:38

Invoices

Create an invoice with line items, preview it, send it and mark it paid.

2 min - tutorials

1:38

Time, billing and work in progress

Log time against a client, review the work in progress and bill it.

2 min - tutorials

1:16

Identity verification

Request an identity check for a client and follow its status. Your practice reviews the result and records ...

1 min - tutorials

1:37

KYC and AML assessment walkthrough

Walk through a KYC and AML assessment for a client. The tool keeps the evidence and steps together; the ass...

2 min - tutorials

1:42

The client ATO tab

Read the lodgment list and statuses for one client and use the prefill view. The recording uses demo data, ...

2 min - tutorials

1:23

Practice-wide ATO lodgment status list

Use the practice-wide list of lodgment statuses: filters, statuses and overdue items. The recording uses de...

1 min - tutorials

1:46

Relations and groups

Link a spouse, company or trust to a client and view the group in the organisation chart.

2 min - tutorials

1:22

Leads

Capture a lead and convert it into a client.

1 min - tutorials

1:14

Practice settings

Practice details, staff and the branding used on client emails.

1 min - tutorials

2:27

Client intake form

Send a new client the intake form by email, see what they complete and sign, and find the new client record...

2 min - tutorials

2:26

Send tax returns for signature (Beta)

Send a prepared return to the client for review and signature, follow it in the tracker and review the sign...

2 min - tutorials

MyLedger tutorials

Recorded on a demo practice with fictional data. English narration with captions.

1:19

Clients and dashboard

Open a client in MyLedger and read the dashboard tiles.

1 min - tutorials

1:06

Import bank statements

Upload a CSV or PDF bank statement, check the converter preview against the statement and import the transa...

1 min - tutorials

1:19

Bank sync with open banking

Start an open banking connection. The recording stops at the hand-off to the bank provider; no real bank is...

1 min - tutorials

1:31

Chart of accounts

Add and edit accounts, set GST codes and mappings.

2 min - tutorials

1:53

Journal entries

Post a manual journal, use templates and reversing entries, and check that it balances.

2 min - tutorials

1:56

Working papers

Move through the working paper tabs and add a depreciation asset. Working papers are prepared for your review.

2 min - tutorials

1:51

BAS summary

Read the GST labels for a period and drill into the transactions behind them. Fedix does not lodge the acti...

2 min - tutorials

2:11

Financial statements

Build the financial statements and export them to PDF for your review.

2 min - tutorials

1:52

Financial reports

Run the profit and loss, balance sheet, trial balance and general ledger, drill down and export.

2 min - tutorials

1:22

ITR report

See the tax return labels the ITR report presents from the ledger, for your review. Fedix does not lodge; f...

1 min - tutorials

1:28

Rental schedule

Prepare the rental property schedule.

1 min - tutorials

1:43

Segments

Set up tracking categories, tag transactions and run a segment report.

2 min - tutorials

1:48

Share links for client review

Create a share link and see what the client sees when they open it.

2 min - tutorials

2:14

History and restore

See the changes made to the file and restore an earlier version.

2 min - tutorials

1:41

Your practice on MyLedger statements

Set your practice name, logo, colour and signatory once, then see them on the financial statement cover and...

2 min - tutorials

FediPilot

Recorded with a fictional client. Nothing was sent. English narration with captions.

1:59

FediPilot voice input

One keyboard shortcut turns what you say into text at your cursor, in whichever app you are working in. You...

2 min - demos