FediPilotEmail & document sources
Scan and categorise a client folder
Scan a client folder and categorise the documents, including GST documents.
The problem it solves
You need to know what is in a client folder before starting.
How it works
- Ask FediPilot to scan the folder.
- It categorises each document.
- Review the summary.
What your practice gets
- Know what you have.
- Categorised documents.
- GST documents identified.
Questions accountants ask
Does it move files?
No. It scans and categorises.
Which documents?
Everything in the client folder.
Can it organise afterwards?
Yes, if you ask.
Related features
Features that work alongside scan and categorise a client folder.
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.
Right recipients for client email
Look up the right recipients and addresses for a client email.
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.