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FediPilotBuilt-in workflows

Workpaper package workflow

Prepare or update the full workpaper package, including the Excel workpaper.

More in Built-in workflows Search all features

The problem it solves

Producing a complete workpaper package needs a repeatable procedure.

How it works

  1. Ask for the workpaper package.
  2. FediPilot prepares or updates it.
  3. Review the package and Excel workpaper.

What your practice gets

  • Complete package.
  • Excel included.
  • Repeatable.

Watch it in the product

A short recording of workpaper package workflow in use.

A nine-entity client group

Recorded with a fictional client. Nothing was sent or lodged.

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Questions accountants ask

Does it include Excel?

Yes.

Can it update an existing package?

Yes.

Is it final?

It is prepared for your review.

Features that work alongside workpaper package workflow.

Workflow skills

List, load, update and remove workflow skills, including official ones, from chat.

Simple ledger workflow

A workflow for simple ledger clients: bank import, coding, GST, BAS figures and financial reports in MYLEDGER.

Video

MYOB reports workflow

A workflow to connect to MYOB and export the reports you need.

Practice BAS worklist workflow

Produce a practice-wide BAS worklist in Excel for a quarter.

Individual return request workflow

A cross-year completeness review and a client request email for an individual return.

Tax preparation workflow

Run the staged tax preparation workflow for a client, from documents to workpapers for review.

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.

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