Review FediPilot email drafts
Emails prepared by the FediPilot desktop assistant arrive as drafts that staff review, check for delivery and send.
The problem it solves
AI-prepared emails should never reach a client without a person approving them.
How it works
- FediPilot prepares an email draft while working on a client.
- Review the draft in Fedix and check delivery details.
- Send it, or edit it first.
What your practice gets
- A person approves every AI-prepared email.
- Delivery checked before sending.
- Drafts sit with the rest of your mail.
Questions accountants ask
Does FediPilot send emails itself?
Sending email outside the firm needs a person's confirmation.
What is the delivery check?
A check of the recipient and delivery details before sending.
Can I change the draft?
Yes.
Related features
Features that work alongside review fedipilot email drafts.
Compose, reply and schedule email
Write, reply and forward with a preview, save drafts and schedule sends, with your signature applied.
VideoFediPilot download
Download the FediPilot desktop assistant for Windows from your Fedix dashboard once your trial has started.
Shared team mailboxes
Work shared inboxes such as info@ or tax@ as a team: grant access, read messages, assign, hand off and fetch attachments.
Writing style learning
AI drafts learn your writing style over time, with a style profile, preferences and a log of email automations.
Connected mail accounts
Manage the mail accounts connected to Fedix so new mail appears in near real time.
File email attachments to the cloud
Save email attachments, and files extracted from them, straight into the client's cloud folder.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
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.