Switch practice in chat

Choose your active practice, or let FediPilot switch practice mid-chat and carry on.

More in Clients, practice & folders Search all features

The problem it solves

Accountants in several practices should not have to sign in again to switch.

How it works

Choose the practice, or ask FediPilot to switch.
The chat is re-bound to that practice.
Work continues.

What your practice gets

Work across practices.
No re-signing in.
The current chat continues.

Questions accountants ask

Does switching affect other chats?

It applies to the current chat.

Do I need to sign in again?

No.

Are practices kept separate?

Yes.

Features that work alongside switch practice in chat.

Set up a practice

Set up a new practice from inside FediPilot.

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.

Video

Empty folder guidance

An empty client folder shows a prompt to drag documents in, instead of a blank pane.

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.

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