Document follow-up workflow
A workflow for managing evidence-backed document follow-ups for clients.
The problem it solves
Chasing documents without a procedure leads to gaps.
How it works
- Ask for document follow-ups.
- FediPilot lists what is missing and why.
- Approve any messages to clients.
What your practice gets
- Systematic chasing.
- Evidence for each item.
- Approval for client messages.
Questions accountants ask
Are client messages sent automatically?
No. Messages leaving the firm need approval.
Is it per client?
Yes.
Can it repeat on a schedule?
Yes, with recurring tasks.
Related features
Features that work alongside document follow-up workflow.
Workflow skills
List, load, update and remove workflow skills, including official ones, from chat.
Client folder workflow
A workflow to locate, open, map or organise a client's folders.
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.
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.