FediPilotPractice operations from chat
Document requests from chat
Prepare, review and send a document request to a client.
The problem it solves
Chasing missing documents inconsistently delays jobs.
How it works
- Ask FediPilot to request documents.
- Review the prepared request.
- Approve to send.
What your practice gets
- Consistent requests.
- Reviewed before sending.
- Tracked in FEDIX.
Questions accountants ask
Can I edit the request?
Yes.
Does sending need approval?
Emails and SMS that leave the firm show a confirmation card first, and are sent only after you approve.
Where are responses?
In FEDIX.
Related features
Features that work alongside document requests from chat.
Diary time blocks
Block time in a staff member's diary for client work.
Lodgment deferrals
Record a lodgment deferral on a tax return, and list deferred returns.
ATO prefill from chat
Read a client's ATO prefill through FEDIX, sync it and add the client to your agent list if needed, showing the status.
VideoClear reasons when an action is declined
When a FEDIX authorisation is declined, FediPilot records it and explains why.
Practice operations menu
A menu of practice tasks that prepares a chat request for you to send, so you can see what FediPilot can do in FEDIX.
Entity changes and correspondents
Handle a client's change of entity type and find who to write to.
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.