Jump to MYLEDGER reconciliation
Go straight from the workpaper to the client's bank reconciliation in MYLEDGER.
The problem it solves
Checking the ledger behind a workpaper should not mean searching.
How it works
- Choose open reconciliation.
- MYLEDGER opens on the client.
- Check the ledger.
What your practice gets
- One click to the ledger.
- Right client.
- Smooth review.
Questions accountants ask
Do I need MYLEDGER?
Yes.
Does it open the right client?
Yes.
Where does it open?
In your browser.
Related features
Features that work alongside jump to myledger reconciliation.
Client request pack
Save a preparation summary and preview, edit and send the email asking the client for exactly what is missing for their individual return.
Workpapers that recalculate
Change one number and section totals, tax, refund and related schedules such as rentals recalculate, using a deterministic engine.
VideoWorkpapers from client documents
Build a workpaper from the data extracted and classified from the client's documents.
VideoWorkpaper edits with a record
FediPilot edits figures, adds and removes lines, adds notes, runs what-if scenarios and sets entity details, with each change recorded.
Open the workpaper the assistant prepared
FediPilot renders the workpaper and opens it in the editor for you.
Workpaper editor
An editable workpaper view: change a number, see the calculation refresh, and jump to the source document behind any figure.
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.