FediPilotClients, practice & folders
Standard client folder structure
Create the standard year, source documents and working papers folders for a new client.
The problem it solves
Inconsistent client folders make documents hard to find.
How it works
- Choose a new client folder.
- Create the standard structure.
- Start filing documents.
What your practice gets
- Consistent folders.
- Quick set-up.
- Easier to find documents.
Questions accountants ask
What folders are created?
Year, source and working papers folders.
Can I add my own?
Yes.
Does it touch existing files?
No.
Related features
Features that work alongside standard client folder structure.
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.
Open the client folder from FEDIX
From a client's Documents tab in FEDIX, open their real local folder in FediPilot.
Folder link receipt
A receipt shows exactly which client a folder was linked to.
Files and access
Grant and review exactly which folders FediPilot may read and write.
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.