FediPilotPractice operations from chat
Email clients with the right attachments
Draft client emails with attachments from the client's folder and send them after one approval.
The problem it solves
Finding the right attachments and writing the email takes time.
How it works
- Ask FediPilot to email the client.
- It drafts the email with attachments from the client folder.
- Approve the card to send.
What your practice gets
- Right attachments.
- One approval.
- Drafts saved.
Questions accountants ask
Will it send without asking?
Emails and SMS that leave the firm show a confirmation card first, and are sent only after you approve.
Where do attachments come from?
The client's linked folder.
Can I edit the draft?
Yes.
Related features
Features that work alongside email clients with the right attachments.
See the real email before it goes
A review panel shows the exact email as it will be sent, with editable recipients, subject and body, and approves that exact version.
Team and shared mailbox email
Send team emails and reply from shared mailboxes from the chat.
Text clients from chat
Look up a client's mobile and send them an SMS after you approve it.
Invoices and quotes from chat
Create and search invoices, create quotes and time entries, and set up the practice billing profile from chat.
Engagement letters and e-signature from chat
Send engagement letters, including co-signed ones, and send documents for signature from chat.
Document requests from chat
Prepare, review and send a document request to a client.
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.