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The whole job, one request

Fedix Shorts - 26 seconds - published 25 October 2026

Can one request run a client's whole year end?

One request: prepare this client's year end. FediPilot gathers the sources, builds the workpaper and fills the return in your tax software. Then it drafts the final email, with the signing link, the payment link and the invoice. And every step stops where a decision is yours.

Transcript

One request: prepare this client's year end. FediPilot gathers the sources, builds the workpaper and fills the return in your tax software. Then it drafts the final email, with the signing link, the payment link and the invoice. And every step stops where a decision is yours. 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. Draft client emails with attachments from the client's folder and send them after one approval.

Last reviewed 25 October 2026.

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