FediPilotClients, practice & folders
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.
The problem it solves
Clients with similar names are easy to confuse.
How it works
- Mention the client in the chat.
- FediPilot searches and verifies the match.
- It links the client and year to the chat.
What your practice gets
- The right client, verified.
- Related clients found.
- No manual lookup.
Questions accountants ask
What if several clients match?
FediPilot asks you to choose.
Can it open the client's record?
Yes, in FEDIX.
Can it find related clients?
Yes, such as a family group.
Related features
Features that work alongside find the client in chat.
Switch practice in chat
Choose your active practice, or let FediPilot switch practice mid-chat and carry on.
Set up a practice
Set up a new practice from inside FediPilot.
Link clients to their folders
Link a client to the folder where you already keep their documents, locally or in OneDrive, by matching, drag and drop, with a receipt and the option to re-link.
Use the folder you already opened
When you link a client, FediPilot uses the folder you already have open for them.
Standard client folder structure
Create the standard year, source documents and working papers folders for a new client.
Tidy a client folder
Ask FediPilot to find, organise and re-link a client's folder and source files.
VideoSee 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.