Prepare Workpapers
One command starts workpaper preparation for the active client and financial year.
The problem it solves
Starting preparation should be one click.
How it works
- Select the client and year.
- Run Prepare Workpapers.
- Follow progress and review.
What your practice gets
- One click to start.
- Scoped to client and year.
- Progress visible.
Questions accountants ask
Do I need to select a client?
Yes.
Can I stop it?
Yes.
Is the output final?
No. It is prepared for review.
Related features
Features that work alongside prepare workpapers.
See the source of any figure
Click a number in the workpaper to open the original document it came from.
Jump to MYLEDGER reconciliation
Go straight from the workpaper to the client's bank reconciliation in MYLEDGER.
Client request pack
Save a preparation summary and preview, edit and send the email asking the client for exactly what is missing for their individual return.
Workpapers that recalculate
Change one number and section totals, tax, refund and related schedules such as rentals recalculate, using a deterministic engine.
VideoWorkpapers from client documents
Build a workpaper from the data extracted and classified from the client's documents.
VideoWorkpaper edits with a record
FediPilot edits figures, adds and removes lines, adds notes, runs what-if scenarios and sets entity details, with each change recorded.
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.