Text clients from chat

Look up a client's mobile and send them an SMS after you approve it.

More in Practice operations from chat Search all features

The problem it solves

Texting clients from personal phones leaves no record.

How it works

Ask FediPilot to text the client.
It drafts the SMS.
Approve to send.

What your practice gets

Texts sent from the practice.
Approval first.
Recorded in FEDIX.

Questions accountants ask

Is SMS confirm-gated?

Emails and SMS that leave the firm show a confirmation card first, and are sent only after you approve.

Where is it recorded?

In FEDIX.

Can it text several clients?

Bulk SMS follows FEDIX approval rules.

Features that work alongside text clients from chat.

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.

ATO prefill from chat

Read a client's ATO prefill through FEDIX, sync it and add the client to your agent list if needed, showing the status.

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.

Start 14-day free trial Browse all features