FediPilotSessions & parallel work
Hand over a case
Pass a client case from one session, or person, to another.
The problem it solves
Handing over work should not mean re-explaining everything.
How it works
- Create a handoff from the current session.
- The receiving session picks it up.
- Work continues with context.
What your practice gets
- Smooth handovers.
- Context preserved.
- Clear ownership.
Questions accountants ask
Can I hand work to a colleague?
Yes.
Is the context kept?
Yes.
Does the client scope move too?
Yes, with the case.
Related features
Features that work alongside hand over a case.
Recorded background preparation
Start a durable background preparation run, authorised through FEDIX, that records its outputs, failures and history.
Right-sized answers
Each request is routed to the right level of effort before work starts: short answers for quick questions, the full workflow for tax work.
Saved, searchable conversations
Every session's transcript is saved durably and indexed so chats survive restarts and can be searched.
Financial-year lock per session
Bind a session to a client and financial year so figures from the wrong year are never written.
Automatic recovery from interruptions
If a job is interrupted, for example by a dropped connection, FediPilot detects it and continues automatically instead of ending in an error.
New client sessions
Start a new chat session, optionally bound to a client, practice and financial year.
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.