FediPilotEmail & document sources
Right recipients for client email
Look up the right recipients and addresses for a client email.
The problem it solves
An email to the wrong person is a privacy incident.
How it works
- Ask FediPilot to email the client.
- It looks up the right recipients.
- Review them before sending.
What your practice gets
- Right people.
- Fewer mistakes.
- Review before sending.
Questions accountants ask
Where do addresses come from?
The client's records in FEDIX.
Can I change recipients?
Yes, in the review panel.
Is sending confirmed?
Yes.
Related features
Features that work alongside right recipients for client email.
Scan and categorise a client folder
Scan a client folder and categorise the documents, including GST documents.
Search and read client email
Search email, read messages, list a client's emails and download attachments, without opening Outlook.
VideoClient cloud folders
Browse, download, create folders and upload to the client's cloud storage, and list their documents and folder sources.
Who is waiting on you
Find email threads where someone is waiting on a reply from you.
Email and prior returns read first
Workpapers are held back until email and the prior-year return have been read, and a nil income figure can never quietly switch off the related checks.
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.