Skip to main content

FediPilotBookkeeping & accounting

Secure share links from chat

Create a MYLEDGER secure share link for a document.

The problem it solves

Sharing documents as attachments is insecure.

How it works

  1. Ask FediPilot to share the document.
  2. It creates a secure link.
  3. Approve sending it to the client.

What your practice gets

  • Secure sharing.
  • From chat.
  • Approval before it leaves the firm.

Questions accountants ask

Is the link secure?

Yes, it is a secure share link.

Does sending need approval?

Yes, anything leaving the firm.

Can I revoke it?

Yes, in MYLEDGER.

Features that work alongside secure share links from chat.

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.