FediPilotClients, practice & folders
Use the folder you already opened
When you link a client, FediPilot uses the folder you already have open for them.
The problem it solves
Being blocked from saving to the client folder you are looking at is frustrating.
How it works
- Open the client's folder.
- Link the client in chat.
- The open folder becomes the client folder.
What your practice gets
- No blocked saves.
- Less set-up.
- Natural workflow.
Questions accountants ask
Is it automatic?
Yes, when the client is just linked.
Can I change it?
Yes.
What if no folder is open?
Link one as usual.
Related features
Features that work alongside use the folder you already opened.
Standard client folder structure
Create the standard year, source documents and working papers folders for a new client.
Tidy a client folder
Ask FediPilot to find, organise and re-link a client's folder and source files.
VideoEmpty 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.
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.