FediPilotClients, practice & folders
Files and access
Grant and review exactly which folders FediPilot may read and write.
The problem it solves
Accountants must control which folders an AI can touch.
How it works
- Open Files and access.
- Grant access to the folders FediPilot needs.
- Review or remove grants at any time.
What your practice gets
- You decide what the AI can touch.
- Easy review.
- Revocable.
Questions accountants ask
Can FediPilot read my whole computer?
No. It works within the folders you grant.
Can I remove access?
Yes.
Is read separate from write?
Grants cover read and write access.
Related features
Features that work alongside files and access.
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.
Clients list
Your practice's real client list inside FediPilot, with search, markers for clients being worked on and per-client history.
Active client
Select the client you are working on from the status bar; everything FediPilot does is scoped to that client.
Find the client in chat
Start without a client and FediPilot finds and verifies the right one, links it to the chat, picks the financial year and finds related clients.
Switch practice in chat
Choose your active practice, or let FediPilot switch practice mid-chat and carry on.
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.