FediPilotClients, practice & folders
Open the client in FEDIX
Jump from FediPilot to the client's record in FEDIX.
The problem it solves
Switching to the practice system and searching again wastes time.
How it works
- Choose open in FEDIX.
- The client's record opens in your browser.
- Carry on there.
What your practice gets
- One click to the record.
- No re-searching.
- Smooth context switch.
Questions accountants ask
Where does it open?
In your browser.
Do I need to sign in again?
Use your Fedix sign-in.
Does it work for any client?
For clients in your practice.
Related features
Features that work alongside open the client in fedix.
Open the client folder from FEDIX
From a client's Documents tab in FEDIX, open their real local folder in FediPilot.
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.
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.