A client group, one tracker
Fedix Shorts - 26 seconds - published 25 October 2026
Can FediPilot handle a whole client group?
A client group: companies and trusts, all related. FediPilot files each entity's documents, and prepares its working papers. The tracker checks itself, and lists what to ask the client for. Draft returns are saved in Xero Tax and LodgeiT. You direct the returns.
Transcript
A client group: companies and trusts, all related. FediPilot files each entity's documents, and prepares its working papers. The tracker checks itself, and lists what to ask the client for. Draft returns are saved in Xero Tax and LodgeiT. You direct the returns. 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 recordings: Files the documents for nine related entities, prepares their working papers and a group tracker that checks itself, agrees an inter-entity loan from both sides and saves draft company and trust returns. Four entities are waiting on client records, and the tracker lists what to ask for.
Last reviewed 25 October 2026.
