FediPilotClients, practice & folders
OneDrive files that really open
FediPilot makes sure files stored in OneDrive are actually downloaded before reading, so it never reads an empty placeholder.
The problem it solves
Cloud placeholders can look like real files but contain nothing until downloaded.
How it works
- Link a client folder in OneDrive.
- FediPilot detects placeholders.
- It downloads the content before reading.
What your practice gets
- No empty reads.
- Accurate source documents.
- Works with OneDrive.
Questions accountants ask
Why does this matter?
An unread placeholder would look like an empty document.
Do I need to download files myself?
No.
Which drives are supported?
OneDrive and similar cloud drives.
Related features
Features that work alongside onedrive files that really open.
Wrong-client write protection
Scope and identity checks block any write that would land on the wrong client.
Clients list
Your practice's real client list inside FediPilot, with search, markers for clients being worked on and per-client history.
Active client
Select the client you are working on from the status bar; everything FediPilot does is scoped to that client.
Find the client in chat
Start without a client and FediPilot finds and verifies the right one, links it to the chat, picks the financial year and finds related clients.
Switch practice in chat
Choose your active practice, or let FediPilot switch practice mid-chat and carry on.
Set up a practice
Set up a new practice from inside 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.