New Client to Quote to Payment | Client Onboarding with Fedix.ai
Tired of chasing paperwork, manually entering client data, and sending endless reminders? Fedix runs the client onboarding sequence for you and stops for your approval at each point that matters. Collect client details through an intake form, read the ATO data the practice already has access to, draft a professional quote in seconds, and turn an approved quote into an invoice. You review and send.
25/11/2024 • 3 min • demos
Tired of chasing paperwork, manually entering client data, and sending endless reminders? Fedix runs the client onboarding sequence for you and stops for your approval at each point that matters. Collect client details through an intake form, read the ATO data the practice already has access to, draft a professional quote in seconds, and turn an approved quote into an invoice. You review and send.