The whole loop, from ask to send
Fedix Shorts - 25 seconds - published 25 October 2026
What is the whole FediPilot loop, from ask to send?
You ask, in plain English. FediPilot reads the emails and last year's workpaper, and builds this year's. It fills the return in your tax software, and stops before lodging. Then it drafts the client email, with the e-signature link, the payment link and the invoice. You review it, and you send it.
Transcript
You ask, in plain English. FediPilot reads the emails and last year's workpaper, and builds this year's. It fills the return in your tax software, and stops before lodging. Then it drafts the client email, with the e-signature link, the payment link and the invoice. You review it, and you 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: FediPilot gathers a client's sources, including email and the prior-year return, and will not mark a workpaper complete until sources are covered. Workpapers are held back until email and the prior-year return have been read.
- FediPilot recordings: Nothing is sent until you approve it.
Last reviewed 25 October 2026.
