FediPilotClients, practice & folders
Open the client folder from FEDIX
From a client's Documents tab in FEDIX, open their real local folder in FediPilot.
The problem it solves
Finding the client's real folder from the practice system is fiddly.
How it works
- Open the client's Documents tab in FEDIX.
- Choose open folder.
- FediPilot opens the linked folder.
What your practice gets
- From record to folder in one step.
- No hunting in file explorer.
- Works with linked folders.
Questions accountants ask
Does FediPilot need to be installed?
Yes.
Which folder opens?
The folder linked to that client.
What if none is linked?
Link one first.
Related features
Features that work alongside open the client folder from fedix.
Folder link receipt
A receipt shows exactly which client a folder was linked to.
Files and access
Grant and review exactly which folders FediPilot may read and write.
OneDrive files that really open
FediPilot makes sure files stored in OneDrive are actually downloaded before reading, so it never reads an empty placeholder.
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.
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.