Individual return request workflow
A cross-year completeness review and a client request email for an individual return.
The problem it solves
Requests that miss items mean a second round of chasing.
How it works
- Ask for the request workflow.
- FediPilot compares years for missing items.
- Review and approve the client email.
What your practice gets
- Cross-year completeness.
- One precise request.
- Approval before sending.
Questions accountants ask
Is the email sent automatically?
No. It needs your approval.
What is compared?
Prior and current year items.
Is it for individuals?
Yes.
Related features
Features that work alongside individual return request workflow.
Workflow skills
List, load, update and remove workflow skills, including official ones, from chat.
Tax preparation workflow
Run the staged tax preparation workflow for a client, from documents to workpapers for review.
VideoProfessional document workflow
Format printable letters and reports with your practice branding.
Quality review workflow
Check generated workpapers for quality before they go to review.
Recurring task workflow
Manage recurring document tasks and their reminders.
Return review workflow
Review a prepared return against the source documents and produce a summary.
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.