Shares, distributions and capital gains
Recorded with a fictional client. Nothing was sent or lodged.
Open the video pageTax preparation workflow
Run the staged tax preparation workflow for a client, from documents to workpapers for review.
The problem it solves
Tax preparation needs a consistent, staged procedure.
How it works
- Ask FediPilot to prepare the client's tax.
- It runs the preparation stages.
- Review the workpapers.
What your practice gets
- Staged, repeatable preparation.
- Workpapers for review.
- Never lodges.
Watch it in the product
Short recordings of tax preparation workflow in use.
A sole trader with one mixed bank account
Recorded with a fictional client. Nothing was sent or lodged.
Open the video pageQuestions accountants ask
Does it lodge?
No. FediPilot never lodges.
What does it produce?
Workpapers for your review.
Can I stop part-way?
Yes.
Related features
Features that work alongside tax preparation workflow.
Workflow skills
List, load, update and remove workflow skills, including official ones, from chat.
Professional document workflow
Format printable letters and reports with your practice branding.
Quality review workflow
Check generated workpapers for quality before they go to review.
Recurring task workflow
Manage recurring document tasks and their reminders.
Return review workflow
Review a prepared return against the source documents and produce a summary.
Folder scan workflow
Scan and categorise everything in a client folder.
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.