Workpaper sync with FEDIX
Workpaper edits sync between your computer and FEDIX, merging changes from both sides.
The problem it solves
Workpaper edits made on one computer should reach the practice record.
How it works
- Edit a workpaper.
- Changes queue for sync.
- They merge with FEDIX.
What your practice gets
- Edits reach the practice record.
- Changes merged.
- Works offline then syncs.
Questions accountants ask
What if two people edit?
Changes are merged.
Does it work offline?
Edits queue and sync later.
Where in FEDIX?
In the client's tax return records.
Related features
Features that work alongside workpaper sync with fedix.
Learns your workpaper habits
FediPilot records your edits and comments and recalls your habits next time.
Prepare Workpapers
One command starts workpaper preparation for the active client and financial year.
See the source of any figure
Click a number in the workpaper to open the original document it came from.
Jump to MYLEDGER reconciliation
Go straight from the workpaper to the client's bank reconciliation in MYLEDGER.
Client request pack
Save a preparation summary and preview, edit and send the email asking the client for exactly what is missing for their individual return.
Workpapers that recalculate
Change one number and section totals, tax, refund and related schedules such as rentals recalculate, using a deterministic engine.
VideoSee 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.