The problem it solves
A first-time firm owner needs the practice configured before anything else works.
How it works
- Run the practice set-up command.
- Answer the prompts.
- Your practice is ready.
What your practice gets
- Set up without leaving FediPilot.
- Guided.
- Quick start.
Questions accountants ask
Is a trial required?
See pricing for the trial and its conditions.
Can I change settings later?
Yes, in FEDIX settings.
Is training available?
Yes. Training sessions are included and bookable.
Related features
Features that work alongside set up a practice.
Link clients to their folders
Link a client to the folder where you already keep their documents, locally or in OneDrive, by matching, drag and drop, with a receipt and the option to re-link.
Use the folder you already opened
When you link a client, FediPilot uses the folder you already have open for them.
Standard client folder structure
Create the standard year, source documents and working papers folders for a new client.
Tidy a client folder
Ask FediPilot to find, organise and re-link a client's folder and source files.
VideoEmpty folder guidance
An empty client folder shows a prompt to drag documents in, instead of a blank pane.
Open the client in FEDIX
Jump from FediPilot to the client's record in FEDIX.
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.