Shares, distributions and capital gains
Recorded with a fictional client. Nothing was sent or lodged.
Open the video pageFediPilotPractice operations from chat
ATO prefill from chat
Read a client's ATO prefill through FEDIX, sync it and add the client to your agent list if needed, showing the status.
The problem it solves
Prefill income should come from the ATO, not be typed.
How it works
- Ask for the client's prefill.
- FediPilot reads it through FEDIX.
- It uses it in the workpaper.
What your practice gets
- Prefill without the portal.
- Client added to your list if needed.
- Status shown.
Watch it in the product
A short recording of ato prefill from chat in use.
Questions accountants ask
Where does prefill come from?
From the ATO, retrieved through Fedix's DSP integration.
Is prefill final?
No. It is a starting point you check.
Does it lodge?
No. FediPilot never lodges.
Related features
Features that work alongside ato prefill from chat.
Clear reasons when an action is declined
When a FEDIX authorisation is declined, FediPilot records it and explains why.
Practice operations menu
A menu of practice tasks that prepares a chat request for you to send, so you can see what FediPilot can do in FEDIX.
Entity changes and correspondents
Handle a client's change of entity type and find who to write to.
Find everything a client has sent
One request sweeps email and folders to find a client's sources.
No endless retries
FediPilot limits its requests to FEDIX and stops retrying when connections keep dropping.
Remembers the client file notes
FediPilot recalls the client's FEDIX notes, and how current they are, while working.
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.