FediPilotASIC, automations & follow-ups
Document follow-ups
Evidence-backed follow-up tasks per client for missing documents, with a list and actions.
The problem it solves
Chasing missing documents across many clients loses track.
How it works
- FediPilot creates follow-ups for missing documents.
- Review them in the list.
- Act on each one.
What your practice gets
- Nothing lost.
- Evidence for each follow-up.
- Per client.
Questions accountants ask
Why evidence-backed?
Each follow-up shows why the document is needed.
Can I act from the list?
Yes.
Are client messages sent automatically?
Messages leaving the firm need your confirmation.
Related features
Features that work alongside document follow-ups.
My tasks
Your FEDIX tasks in FediPilot, with complete, waiting-for-client and snooze.
Daily brief
The first time you open FediPilot each day, one line summarises your outstanding tasks, with links to your tasks and a fuller brief.
Recurring document chasers
Recurring document follow-ups keep their schedule, history and your consent for reminders.
ASIC annual reviews
FediPilot reads ASIC annual review emails, prepares branded client packages with the original statements and sends them after your review.
ASIC company address changes
Prepare, preview and reconcile an ASIC company address change, with a progress view, and send it only after your approval.
Scheduled automations
Local automations with preview, enable, pause, run now and history; the first assigns ATO jobs automatically.
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.