FediPilotSessions & parallel work
New client sessions
Start a new chat session, optionally bound to a client, practice and financial year.
The problem it solves
Mixing several clients in one conversation causes confusion.
How it works
- Start a new session.
- Choose the client, practice and year if relevant.
- Work on that client in its own conversation.
What your practice gets
- One conversation per client job.
- Scoped from the start.
- Cleaner history.
Questions accountants ask
Do I have to pick a client?
No. It is optional, but scoping helps.
Can I bind the financial year?
Yes.
Can I have several sessions?
Yes.
Related features
Features that work alongside new client sessions.
Resume past sessions
Reopen a past session exactly as it was and carry on.
Chat history and search
Browse past conversations and search them by what was discussed.
Active sessions list
See live sessions and their state, so work waiting on you stands out.
Waiting-on-you indicator
A status bar item shows when any session is waiting on you, and hides when nothing is.
Stop or close sessions
Stop a running session cleanly, or remove it from the list.
Session names
Sessions get meaningful titles automatically, and you can rename them.
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.