FediPilotClients, practice & folders
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.
The problem it solves
An assistant is only useful if it can find the client's documents where you keep them.
How it works
- Let FediPilot suggest the matching folder, or drag it in.
- Confirm the link; a receipt shows what was linked.
- Re-link if the folder moves.
What your practice gets
- Documents found where you keep them.
- No moving files.
- A receipt for confidence.
Questions accountants ask
Do my files move?
No.
Does it work with OneDrive?
Yes.
Can I change the link?
Yes, re-link at any time.
Related features
Features that work alongside link clients to their folders.
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.
VideoEmpty folder guidance
An empty client folder shows a prompt to drag documents in, instead of a blank pane.
Open the client in FEDIX
Jump from FediPilot to the client's record in FEDIX.
Open the client folder from FEDIX
From a client's Documents tab in FEDIX, open their real local folder in FediPilot.
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.