FediPilotEmail & document sources
Client cloud folders
Browse, download, create folders and upload to the client's cloud storage, and list their documents and folder sources.
The problem it solves
Client documents in OneDrive or SharePoint should be reachable from the assistant.
How it works
- Ask FediPilot about the client's documents.
- It browses their cloud folders.
- It downloads or uploads as needed.
What your practice gets
- Cloud documents reachable.
- Uploads too.
- Folder sources listed.
Questions accountants ask
Which storage?
OneDrive and SharePoint connected through FEDIX.
Can it upload?
Yes.
Does it delete files?
Permanent deletion needs your confirmation.
Related features
Features that work alongside client cloud folders.
Who is waiting on you
Find email threads where someone is waiting on a reply from you.
Email and prior returns read first
Workpapers are held back until email and the prior-year return have been read, and a nil income figure can never quietly switch off the related checks.
Right recipients for client email
Look up the right recipients and addresses for a client email.
Scan and categorise a client folder
Scan a client folder and categorise the documents, including GST documents.
Search and read client email
Search email, read messages, list a client's emails and download attachments, without opening Outlook.
VideoSee 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.