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One request, one sweep for sources

Fedix Shorts - 25 seconds - published 25 October 2026

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How does FediPilot find a client's sources?

You ask for one client's sources. One request sweeps the email and the folders. It finds the prior-year return too. The workpaper isn't marked complete until the sources are covered. Then it's yours to review.

Transcript

You ask for one client's sources. One request sweeps the email and the folders. It finds the prior-year return too. The workpaper isn't marked complete until the sources are covered. Then it's yours to review. 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: One request sweeps email and folders to find a client's sources. FediPilot gathers a client's sources, including email and the prior-year return, and will not mark a workpaper complete until sources are covered.

Last reviewed 25 October 2026.

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