Client request pack
Save a preparation summary and preview, edit and send the email asking the client for exactly what is missing for their individual return.
The problem it solves
Vague document requests produce slow, incomplete replies.
How it works
- FediPilot summarises what is missing.
- Preview and edit the client email.
- Send it.
What your practice gets
- Precise requests.
- Edited before sending.
- More complete replies.
Questions accountants ask
Is the email sent automatically?
Sending to the client needs your confirmation.
Can I edit it?
Yes.
Is it for individuals?
Yes, individual returns.
Related features
Features that work alongside client request pack.
Workpapers that recalculate
Change one number and section totals, tax, refund and related schedules such as rentals recalculate, using a deterministic engine.
VideoWorkpapers from client documents
Build a workpaper from the data extracted and classified from the client's documents.
VideoWorkpaper edits with a record
FediPilot edits figures, adds and removes lines, adds notes, runs what-if scenarios and sets entity details, with each change recorded.
Open the workpaper the assistant prepared
FediPilot renders the workpaper and opens it in the editor for you.
Workpaper editor
An editable workpaper view: change a number, see the calculation refresh, and jump to the source document behind any figure.
Workpaper reports
Export the workpaper as an HTML report, a PDF bundle or Excel.
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.