See the source of any figure
Click a number in the workpaper to open the original document it came from.
The problem it solves
Reviewers need to see where each number came from.
How it works
- Click a figure.
- The source document opens.
- Check the figure.
What your practice gets
- Traceable figures.
- Smoother review.
- Confidence in the numbers.
Questions accountants ask
Does every figure have a source?
Figures extracted from documents link to them.
Which documents?
PDFs, spreadsheets and images.
Where does it open?
In FediPilot.
Related features
Features that work alongside see the source of any figure.
Jump to MYLEDGER reconciliation
Go straight from the workpaper to the client's bank reconciliation in MYLEDGER.
Client request pack
Save a preparation summary and preview, edit and send the email asking the client for exactly what is missing for their individual return.
Workpapers that recalculate
Change one number and section totals, tax, refund and related schedules such as rentals recalculate, using a deterministic engine.
VideoWorkpapers from client documents
Build a workpaper from the data extracted and classified from the client's documents.
VideoWorkpaper edits with a record
FediPilot edits figures, adds and removes lines, adds notes, runs what-if scenarios and sets entity details, with each change recorded.
Open the workpaper the assistant prepared
FediPilot renders the workpaper and opens it in the editor for you.
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.