FediPilotPractice operations from chat
Entity changes and correspondents
Handle a client's change of entity type and find who to write to.
The problem it solves
Entity changes and correspondence contacts are easy to get wrong.
How it works
- Tell FediPilot about the entity change.
- It updates the structure.
- It finds the right correspondents.
What your practice gets
- Accurate entity records.
- Right correspondents.
- From chat.
Questions accountants ask
Is it reversible?
Yes, records can be updated.
How are correspondents found?
From the client's relationships.
Does it notify the ATO?
No.
Related features
Features that work alongside entity changes and correspondents.
Find everything a client has sent
One request sweeps email and folders to find a client's sources.
No endless retries
FediPilot limits its requests to FEDIX and stops retrying when connections keep dropping.
Remembers the client file notes
FediPilot recalls the client's FEDIX notes, and how current they are, while working.
FEDIX capabilities in chat
FediPilot reaches FEDIX practice capabilities from the chat through one connection, with retries and large results handled.
Keeps working if one connection fails
If the main FEDIX connection cannot authenticate, FediPilot falls back to your signed-in account for lookups such as clients, prefill, email, folders, notes and returns.
Client notes from chat
Create, read, update and delete client notes in FEDIX from the chat.
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.