A nine-entity client group
Recorded with a fictional client. Nothing was sent or lodged.
Open the video pageFediPilotClients, practice & folders
Tidy a client folder
Ask FediPilot to find, organise and re-link a client's folder and source files.
The problem it solves
Messy client folders slow every job down.
How it works
- Ask FediPilot to organise the folder.
- It proposes the organisation.
- It applies it and re-links files.
What your practice gets
- Tidy folders without dragging.
- Source files found.
- Re-linked automatically.
Watch it in the product
A short recording of tidy a client folder in use.
Questions accountants ask
Is reorganising reversible?
Moving files is reversible; FediPilot does not delete them.
Does it work with OneDrive?
Yes.
Can I review the plan?
Yes.
Related features
Features that work alongside tidy a client folder.
Empty folder guidance
An empty client folder shows a prompt to drag documents in, instead of a blank pane.
Open the client in FEDIX
Jump from FediPilot to the client's record in FEDIX.
Open the client folder from FEDIX
From a client's Documents tab in FEDIX, open their real local folder in FediPilot.
Folder link receipt
A receipt shows exactly which client a folder was linked to.
Files and access
Grant and review exactly which folders FediPilot may read and write.
OneDrive files that really open
FediPilot makes sure files stored in OneDrive are actually downloaded before reading, so it never reads an empty placeholder.
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.