Professional document workflow
Format printable letters and reports with your practice branding.
The problem it solves
Client documents should look consistent and professional.
How it works
- Ask for a letter or report.
- FediPilot formats it with your branding.
- Review it.
What your practice gets
- Consistent branding.
- Printable.
- PDF or Word.
Questions accountants ask
Is it branded?
Yes.
Which formats?
PDF and Word.
Is it sent automatically?
No. Sending needs your approval.
Related features
Features that work alongside professional document workflow.
Workflow skills
List, load, update and remove workflow skills, including official ones, from chat.
Quality review workflow
Check generated workpapers for quality before they go to review.
Recurring task workflow
Manage recurring document tasks and their reminders.
Return review workflow
Review a prepared return against the source documents and produce a summary.
Folder scan workflow
Scan and categorise everything in a client folder.
Guided start
A guided workflow that asks what you need and takes you to the right next step.
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.