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The email that asks for exactly what's missing

Fedix Shorts - 23 seconds - published 25 October 2026

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How does FediPilot ask a client for missing documents?

FediPilot checks this year against last year. A gap stays a question. It never becomes a final amount. It drafts one email, asking for exactly what's missing. You preview it, edit it, and send it.

Transcript

FediPilot checks this year against last year. A gap stays a question. It never becomes a final amount. It drafts one email, asking for exactly what's missing. You preview it, edit it, and send 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: A cross-year completeness review and a client request email for an individual return. Save a preparation summary and preview, edit and send the email asking the client for exactly what is missing for their individual return.
  • FediPilot workpapers: Do not turn an unanswered question into a final amount.

Last reviewed 25 October 2026.

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