FediPilotClients, practice & folders
Empty folder guidance
An empty client folder shows a prompt to drag documents in, instead of a blank pane.
The problem it solves
A blank pane does not tell you what to do next.
How it works
- Open an empty client folder.
- Read the prompt.
- Drag documents in.
What your practice gets
- Clear next step.
- Easier first use.
- No blank screens.
Questions accountants ask
What should I drag in?
The client's source documents.
Does the hint go away?
Once documents are added.
Can I add documents another way?
Yes, through your file manager.
Related features
Features that work alongside empty folder guidance.
Open the client in FEDIX
Jump from FediPilot to the client's record in FEDIX.
Open the client folder from FEDIX
From a client's Documents tab in FEDIX, open their real local folder in FediPilot.
Folder link receipt
A receipt shows exactly which client a folder was linked to.
Files and access
Grant and review exactly which folders FediPilot may read and write.
OneDrive files that really open
FediPilot makes sure files stored in OneDrive are actually downloaded before reading, so it never reads an empty placeholder.
Wrong-client write protection
Scope and identity checks block any write that would land on the wrong 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.