Three rental properties
Recorded with a fictional client. Nothing was sent or lodged.
Open the video pageSource completeness check
FediPilot gathers a client's sources, including email and the prior-year return, and will not mark a workpaper complete until sources are covered.
The problem it solves
Income gets missed when an email or a prior-year return is never read.
How it works
- FediPilot gathers sources from the folder, email and prior returns.
- It checks completeness.
- Gaps are flagged before the workpaper is complete.
What your practice gets
- Fewer missed items.
- Email and prior returns checked.
- Gaps visible.
Watch it in the product
A short recording of source completeness check in use.
Questions accountants ask
Which sources are checked?
The client folder, email and prior-year return.
What if something is missing?
It is flagged.
Can I override?
You decide with the gap visible.
Related features
Features that work alongside source completeness check.
No stale extractions
Extracted document data and research are cached with a version stamp, so re-running preparation neither redoes work nor reuses stale results.
Maintain workpapers from the interface
Add lines, bind a workpaper to a client and list workpapers from the interface as well as the chat.
Workpaper sync with FEDIX
Workpaper edits sync between your computer and FEDIX, merging changes from both sides.
Learns your workpaper habits
FediPilot records your edits and comments and recalls your habits next time.
Prepare Workpapers
One command starts workpaper preparation for the active client and financial year.
See the source of any figure
Click a number in the workpaper to open the original document it came from.
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.