FediPilotPractice operations from chat
Lodgment deferrals
Record a lodgment deferral on a tax return, and list deferred returns.
The problem it solves
Why a return was deferred should be recorded, not remembered.
How it works
- Ask FediPilot to record a deferral.
- It sets it on the return.
- List deferred returns any time.
What your practice gets
- Deferrals recorded.
- Easy overview.
- From chat.
Questions accountants ask
Does it lodge anything?
No. FediPilot never lodges.
Can I see all deferrals?
Yes.
Can I clear a deferral?
Update it in FEDIX.
Related features
Features that work alongside lodgment deferrals.
ATO prefill from chat
Read a client's ATO prefill through FEDIX, sync it and add the client to your agent list if needed, showing the status.
VideoClear reasons when an action is declined
When a FEDIX authorisation is declined, FediPilot records it and explains why.
Practice operations menu
A menu of practice tasks that prepares a chat request for you to send, so you can see what FediPilot can do in FEDIX.
Entity changes and correspondents
Handle a client's change of entity type and find who to write to.
Find everything a client has sent
One request sweeps email and folders to find a client's sources.
No endless retries
FediPilot limits its requests to FEDIX and stops retrying when connections keep dropping.
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.