FediPilotPractice operations from chat
Remembers the client file notes
FediPilot recalls the client's FEDIX notes, and how current they are, while working.
The problem it solves
The assistant should know what is already in the client's notes.
How it works
- Start work on a client.
- FediPilot recalls their notes.
- It uses them with an eye on freshness.
What your practice gets
- Context from the file.
- Freshness considered.
- Less repetition.
Questions accountants ask
Which notes?
The client's notes in FEDIX.
Does it consider old notes?
It weighs how current they are.
Can I add notes?
Yes, from chat.
Related features
Features that work alongside remembers the client file notes.
FEDIX capabilities in chat
FediPilot reaches FEDIX practice capabilities from the chat through one connection, with retries and large results handled.
Keeps working if one connection fails
If the main FEDIX connection cannot authenticate, FediPilot falls back to your signed-in account for lookups such as clients, prefill, email, folders, notes and returns.
Client notes from chat
Create, read, update and delete client notes in FEDIX from the chat.
Create and update clients from chat
Create a client, update contact details or reassign a client to a staff member from the chat.
Tasks from chat
Create, update, assign, complete and delete tasks, set up recurring tasks and list your tasks.
Email clients with the right attachments
Draft client emails with attachments from the client's folder and send them after one approval.
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.