Client folder workflow
A workflow to locate, open, map or organise a client's folders.
The problem it solves
Finding and tidying client folders takes time.
How it works
- Ask FediPilot to find or organise the client folder.
- It locates and maps the folders.
- It organises them if you ask.
What your practice gets
- Folders found and mapped.
- Tidy structure.
- No files deleted.
Questions accountants ask
Does it delete files?
No.
Does it work with OneDrive?
Yes.
Can it link the folder to the client?
Yes.
Related features
Features that work alongside client folder workflow.
Workflow skills
List, load, update and remove workflow skills, including official ones, from chat.
LodgeiT workflow
A workflow that fills a return or BAS in LodgeiT and reads it back; you press Lodge.
Final review report workflow
Produce the client-facing review report only when the internal review has passed and nothing has changed since.
PDF bundle workflow
Convert workpapers into a PDF bundle.
Workpaper package workflow
Prepare or update the full workpaper package, including the Excel workpaper.
VideoSimple ledger workflow
A workflow for simple ledger clients: bank import, coding, GST, BAS figures and financial reports in MYLEDGER.
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.