Folder link receipt

A receipt shows exactly which client a folder was linked to.

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The problem it solves

You need reassurance that a folder was not linked to the wrong client.

How it works

Link a folder.
Read the receipt.
Re-link if anything looks wrong.

What your practice gets

Confidence in links.
Easy to check.
Mistakes caught early.

Questions accountants ask

When is a receipt shown?

When a folder is linked.

What does it show?

Which client the folder is linked to.

Can I undo a link?

Re-link the folder.

Features that work alongside folder link receipt.

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.

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.

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.

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