It reads before it writes
Fedix Shorts - 26 seconds - published 25 October 2026
What does FediPilot read before it builds a workpaper?
Before FediPilot writes a single figure, it reads. The client's emails, the client record, every file in the folder, and last year's return. It won't call a workpaper complete until those sources are covered. Then it builds the workpaper, and you can see where every figure came from.
Transcript
Before FediPilot writes a single figure, it reads. The client's emails, the client record, every file in the folder, and last year's return. It won't call a workpaper complete until those sources are covered. Then it builds the workpaper, and you can see where every figure came from. Try it free at home dot fedix dot ai.
The clients, names and files shown in the video are fictional. FediPilot prepares the work; the accountant reviews it.
Sources
- Fedix home page: The 14-day free trial offer and "Nothing is lodged without your approval."
- FediPilot features: FediPilot gathers a client's sources, including email and the prior-year return, and will not mark a workpaper complete until sources are covered. Workpapers are held back until email and the prior-year return have been read.
- FediPilot recordings: opens every file in the client's folder itself. Opens a prepared workpaper with every figure, its tax return label and the source document behind it.
Last reviewed 25 October 2026.
