Recurring task workflow
Manage recurring document tasks and their reminders.
The problem it solves
Recurring tasks need a reliable way to be managed.
How it works
- Ask to manage recurring tasks.
- Review their schedule and reminders.
- Change or stop them.
What your practice gets
- Recurring tasks under control.
- Reminders managed.
- History kept.
Questions accountants ask
Do reminders need consent?
Yes.
Can I stop a task?
Yes.
Is history kept?
Yes.
Related features
Features that work alongside recurring task workflow.
Workflow skills
List, load, update and remove workflow skills, including official ones, from chat.
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.
Tax optimisation review
A tax optimisation review with references to ATO sources.
Tax research and advice workflow
Research contested tax questions from primary sources and draft advice for the accountant to review.
VideoSee 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.