FediPilotPractice operations from chat
See the real email before it goes
A review panel shows the exact email as it will be sent, with editable recipients, subject and body, and approves that exact version.
The problem it solves
Approving an email you have not seen exactly is not real approval.
How it works
- FediPilot prepares the email.
- Review and edit recipients, subject and body.
- Approve; that exact version is sent.
What your practice gets
- What you see is what is sent.
- Editable before sending.
- Changes need re-approval.
Questions accountants ask
Can I change the recipients?
Yes.
What if the email changes after approval?
Only the approved version is sent.
Does it reply to all?
Replies default to reply-all; you can remove recipients.
Related features
Features that work alongside see the real email before it goes.
Team and shared mailbox email
Send team emails and reply from shared mailboxes from the chat.
Text clients from chat
Look up a client's mobile and send them an SMS after you approve it.
Invoices and quotes from chat
Create and search invoices, create quotes and time entries, and set up the practice billing profile from chat.
Engagement letters and e-signature from chat
Send engagement letters, including co-signed ones, and send documents for signature from chat.
Document requests from chat
Prepare, review and send a document request to a client.
Diary time blocks
Block time in a staff member's diary for client work.
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.