Skip to main content
Fedix
PricingOnboarding
PricingStart 14-day free trial Start 14-day free trial

Keep it as an Outlook draft, or send it

Fedix Shorts - 26 seconds - published 25 October 2026

Next shortAll videos by client type

Can I keep FediPilot's client email as an Outlook draft?

FediPilot drafts the client email, with attachments from the client's folder. Then the choice is yours. Edit the text, or change the attachments. Save it as an Outlook draft, or send that version after your one approval. Either way, nothing is sent until you approve it.

Transcript

FediPilot drafts the client email, with attachments from the client's folder. Then the choice is yours. Edit the text, or change the attachments. Save it as an Outlook draft, or send that version after your one approval. Either way, nothing is sent until you approve it. 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: Draft client emails with attachments from the client's folder and send them after one approval.
  • FediPilot recordings: You can edit the text, change the attachments, save it as an Outlook draft or send that version. Nothing is sent until you approve it.

Last reviewed 25 October 2026.

See 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.

Start 14-day free trial Browse all features

More like this

All videos by client type