FediPilotASIC, automations & follow-ups
Recurring document chasers
Recurring document follow-ups keep their schedule, history and your consent for reminders.
The problem it solves
Recurring chasers must run on schedule and only with consent.
How it works
- Set up a recurring follow-up.
- Authorise reminders.
- It runs on schedule with history kept.
What your practice gets
- On-schedule chasers.
- Consent recorded.
- History kept.
Questions accountants ask
Do reminders need consent?
Yes, your authorisation is recorded.
Can I stop it?
Yes.
Is history kept?
Yes.
Related features
Features that work alongside recurring document chasers.
ASIC annual reviews
FediPilot reads ASIC annual review emails, prepares branded client packages with the original statements and sends them after your review.
ASIC company address changes
Prepare, preview and reconcile an ASIC company address change, with a progress view, and send it only after your approval.
Scheduled automations
Local automations with preview, enable, pause, run now and history; the first assigns ATO jobs automatically.
Document follow-ups
Evidence-backed follow-up tasks per client for missing documents, with a list and actions.
My tasks
Your FEDIX tasks in FediPilot, with complete, waiting-for-client and snooze.
Daily brief
The first time you open FediPilot each day, one line summarises your outstanding tasks, with links to your tasks and a fuller brief.
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.