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FediPilotBuilt-in workflows

Tax research and advice workflow

Research contested tax questions from primary sources and draft advice for the accountant to review.

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The problem it solves

Contested questions need research from the law, not memory.

How it works

  1. Ask the tax question.
  2. FediPilot researches primary sources.
  3. Review the draft advice and references.

What your practice gets

  • Grounded in primary sources.
  • Draft advice to review.
  • References listed.

Watch it in the product

Short recordings of tax research and advice workflow in use.

A question on trust distributions, researched from primary sources into a draft advice

Recorded with a fictional client. Nothing was sent or lodged.

Open the video page

A question on unpaid trust distributions after the Bendel decision, researched from primary sources into a draft advice

Recorded with a fictional client. Nothing was sent or lodged.

Open the video page

A question on tax residency after a move overseas, researched from primary sources into a draft advice

Recorded with a fictional client. Nothing was sent or lodged.

Open the video page

Questions accountants ask

Is the advice final?

No. It is a draft for your review.

Which sources?

The ATO legal database, rulings, case law and regulator pages.

Are there recordings?

Yes, see the tax research recordings on this page.

Features that work alongside tax research and advice workflow.

Workflow skills

List, load, update and remove workflow skills, including official ones, from chat.

Xero accounting workflow

Review Xero statements and make authorised bookkeeping changes.

Xero Tax workflow

Prepare and validate a Xero Tax draft with read-back.

Practice Manager sync workflow

Sync client basics between FEDIX and Xero Practice Manager.

Verified skill bundle

The workflow skills shipped with FediPilot are checked against a manifest, so the skills you run are the ones that were reviewed.

Accounting workflow skill

Run the full accounting workflow from engagement through to pre-lodgement review, starting at whatever stage the job is at.

Video

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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