Three rental properties
Recorded with a fictional client. Nothing was sent or lodged.
Open the video pageFediPilotEmail & document sources
Search and read client email
Search email, read messages, list a client's emails and download attachments, without opening Outlook.
The problem it solves
Finding what a client sent means trawling through the inbox.
How it works
- Ask what the client sent.
- FediPilot searches your mail.
- It reads messages and downloads attachments.
What your practice gets
- Find client email quickly.
- Attachments saved.
- No inbox trawling.
Watch it in the product
A short recording of search and read client email in use.
Questions accountants ask
Which mailbox?
Your connected Microsoft 365 mailbox through FEDIX.
Does it send email?
Sending outside the firm needs your confirmation.
Where are attachments saved?
In the client folder.
Related features
Features that work alongside search and read client email.
Client 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.
Scan and categorise a client folder
Scan a client folder and categorise the documents, including GST documents.
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.