FediPilotPractice operations from chat
Engagement letters and e-signature from chat
Send engagement letters, including co-signed ones, and send documents for signature from chat.
The problem it solves
Getting engagement letters out and signed is easy to delay.
How it works
- Ask FediPilot to send the engagement letter.
- It prepares it in FEDIX.
- Approve to send it to the client.
What your practice gets
- Engagements sent promptly.
- Co-signing supported.
- Approval before sending.
Questions accountants ask
Does it need approval?
Emails and SMS that leave the firm show a confirmation card first, and are sent only after you approve.
Can several people sign?
Yes.
Where is the signed copy?
In FEDIX.
Related features
Features that work alongside engagement letters and e-signature from chat.
Document requests from chat
Prepare, review and send a document request to a client.
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.
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.