FediPilotClients, practice & folders
Active client
Select the client you are working on from the status bar; everything FediPilot does is scoped to that client.
The problem it solves
An assistant that is not scoped to a client can mix up client data.
How it works
- Choose the active client in the status bar.
- FediPilot scopes its work to them.
- Clear or change it when you move on.
What your practice gets
- Clear scope.
- Always visible.
- Fewer mix-ups.
Questions accountants ask
Where do I set the client?
In the status bar.
What does scoping do?
It limits FediPilot's actions to that client.
Can I clear it?
Yes.
Related features
Features that work alongside active client.
Find the client in chat
Start without a client and FediPilot finds and verifies the right one, links it to the chat, picks the financial year and finds related clients.
Switch practice in chat
Choose your active practice, or let FediPilot switch practice mid-chat and carry on.
Set up a practice
Set up a new practice from inside FediPilot.
Link clients to their folders
Link a client to the folder where you already keep their documents, locally or in OneDrive, by matching, drag and drop, with a receipt and the option to re-link.
Use the folder you already opened
When you link a client, FediPilot uses the folder you already have open for them.
Standard client folder structure
Create the standard year, source documents and working papers folders for a new client.
See it working in your practice.
Once your 14-day trial has started, you can download FediPilot for Windows from your Fedix dashboard and sign in with your Fedix account. FediPilot runs on your own ChatGPT or Claude account, which Fedix does not supply. Training sessions are included and can be booked at any time; they are not a precondition.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.