FediPilotPractice operations from chat
Team and shared mailbox email
Send team emails and reply from shared mailboxes from the chat.
The problem it solves
Replying to shared mailbox threads means switching mailboxes.
How it works
- Ask FediPilot to reply in the shared mailbox thread.
- It drafts the reply.
- Approve to send.
What your practice gets
- Shared mailboxes from chat.
- Team emails.
- Approval for external sends.
Questions accountants ask
Do internal emails need approval?
Your practice can let internal team emails go without a card; external sends need approval.
Which mailboxes?
Shared mailboxes you have access to.
Is it logged?
Sent mail is in the mailbox.
Related features
Features that work alongside team and shared mailbox email.
Text clients from chat
Look up a client's mobile and send them an SMS after you approve it.
Invoices and quotes from chat
Create and search invoices, create quotes and time entries, and set up the practice billing profile from chat.
Engagement letters and e-signature from chat
Send engagement letters, including co-signed ones, and send documents for signature from chat.
Document requests from chat
Prepare, review and send a document request to a client.
Diary time blocks
Block time in a staff member's diary for client work.
Lodgment deferrals
Record a lodgment deferral on a tax return, and list deferred returns.
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.