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Review notes

Add review notes on workpaper lines and resolve them.

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The problem it solves

Reviewer comments get lost unless they are tracked to resolution.

How it works

  1. Add a review note on a line.
  2. The preparer responds.
  3. Resolve the note.

What your practice gets

  • Review tracked.
  • Notes on the line.
  • Nothing forgotten.

Questions accountants ask

Can notes be resolved?

Yes.

Do notes affect final export?

Open review items matter for the final report check.

Who can add notes?

Reviewers and preparers.

Features that work alongside review notes.

Property CGT and depreciation calculations

Calculate property capital gains, net capital gain and depreciation inside the workpaper.

Video

Loss and continuity records

Record non-commercial loss determinations and prior-year continuity on a workpaper.

Source completeness check

FediPilot gathers a client's sources, including email and the prior-year return, and will not mark a workpaper complete until sources are covered.

Video

No stale extractions

Extracted document data and research are cached with a version stamp, so re-running preparation neither redoes work nor reuses stale results.

Maintain workpapers from the interface

Add lines, bind a workpaper to a client and list workpapers from the interface as well as the chat.

Workpaper sync with FEDIX

Workpaper edits sync between your computer and FEDIX, merging changes from both sides.

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.

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