FediPilotEmail & document sources
Who is waiting on you
Find email threads where someone is waiting on a reply from you.
The problem it solves
Clients waiting on a reply are easy to overlook.
How it works
- Ask who is waiting on you.
- FediPilot reviews your threads.
- It lists those needing a reply.
What your practice gets
- No one forgotten.
- Prioritised follow-up.
- Quick check.
Questions accountants ask
Which mailbox?
Your connected mailbox.
Does it reply for me?
It can draft replies for your approval.
How often should I check?
Whenever you like, for example each morning.
Related features
Features that work alongside who is waiting on you.
Email and prior returns read first
Workpapers are held back until email and the prior-year return have been read, and a nil income figure can never quietly switch off the related checks.
Right recipients for client email
Look up the right recipients and addresses for a client email.
Scan and categorise a client folder
Scan a client folder and categorise the documents, including GST documents.
Search and read client email
Search email, read messages, list a client's emails and download attachments, without opening Outlook.
VideoClient cloud folders
Browse, download, create folders and upload to the client's cloud storage, and list their documents and folder sources.
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.