Maintain workpapers from the interface
Add lines, bind a workpaper to a client and list workpapers from the interface as well as the chat.
The problem it solves
Some workpaper maintenance is quicker by clicking than by chatting.
How it works
- Open the workpaper tools.
- Add a line, bind to a client or list workpapers.
- Changes recalculate.
What your practice gets
- Chat or click.
- Workpapers bound to clients.
- Easy overview.
Questions accountants ask
Can I add a line without the chat?
Yes.
Can I see all workpapers?
Yes.
Does adding a line recalculate?
Yes.
Related features
Features that work alongside maintain workpapers from the interface.
Workpaper sync with FEDIX
Workpaper edits sync between your computer and FEDIX, merging changes from both sides.
Learns your workpaper habits
FediPilot records your edits and comments and recalls your habits next time.
Prepare Workpapers
One command starts workpaper preparation for the active client and financial year.
See the source of any figure
Click a number in the workpaper to open the original document it came from.
Jump to MYLEDGER reconciliation
Go straight from the workpaper to the client's bank reconciliation in MYLEDGER.
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.
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.