PDF bundle workflow
Convert workpapers into a PDF bundle.
The problem it solves
Assembling workpapers into one PDF by hand is fiddly.
How it works
- Ask for the PDF bundle.
- FediPilot converts the workpapers.
- Review the bundle.
What your practice gets
- One PDF bundle.
- Consistent layout.
- Ready to review.
Questions accountants ask
What is included?
The workpapers you choose.
Is it branded?
It uses your practice branding where set.
Where is it saved?
In the client folder.
Related features
Features that work alongside pdf bundle workflow.
Workflow skills
List, load, update and remove workflow skills, including official ones, from chat.
Workpaper package workflow
Prepare or update the full workpaper package, including the Excel workpaper.
VideoSimple ledger workflow
A workflow for simple ledger clients: bank import, coding, GST, BAS figures and financial reports in MYLEDGER.
VideoMYOB reports workflow
A workflow to connect to MYOB and export the reports you need.
Practice BAS worklist workflow
Produce a practice-wide BAS worklist in Excel for a quarter.
Individual return request workflow
A cross-year completeness review and a client request email for an 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.