Watch FediPilot work
Pick your kind of client or the job you want off your desk. Shorts explain one job in about 30 seconds; recorded runs show FediPilot doing the groundwork on a fictional client and stopping where you review. Nothing is lodged without your approval.
Start here
What FediPilot does, in about 30 seconds each.
0:25The whole loop, from ask to sendAny client
0:26From one request to readyAny client
0:28Moved, never deletedAny client
0:25The groundwork moves. The client stays yours.Any client
0:25A group tracker that checks itselfAny client
0:27What your client seesAny client
0:22Workflows: no procedure to explain twiceAny client
0:23The email that asks for exactly what's missingAny client
0:25Xero Tax or LodgeiT: your packageAny client
0:23The last email of the jobAny client
0:20Ask it like a juniorAny client
0:22Filled. Read back. Not lodged.Any client
0:22Four things it reads firstAny client
0:25Sign. Pay. Invoice. One email.Any client
0:22The client pays onlineAny client
0:21The invoice and the signing request, from the chatAny client
0:21Last year's decisions, kept on the workpaperAny client
0:25One request, one sweep for sourcesAny client
0:25Attachments saved, archives unzippedAny client
0:21It stops at the buttonAny client
0:24Where each figure came fromAny client
0:22It will not guessAny client
0:27The rest of the week is the clientAny client
0:25Two columns: who does whatAny client
0:25A sentence, not a manualAny client
0:27A hard question, researched from primary sourcesAny client
0:26Keep it as an Outlook draft, or send itAny client
0:26The review panel: you see the exact emailAny client
0:26Change one figure, everything followsAny client
0:22Each entity's final emailAny client
0:25One loan, agreed from both sidesAny client
0:26A client group, one trackerAny client
0:27FediPilot in thirty seconds: you ask, it does the groundworkAny client
0:26The whole job, one requestAny client
0:25Nothing goes without youAny client
0:29Every file in the folderAny client
0:22Coffee with the client, groundwork at the deskAny client
0:25You ask. It does the groundwork.Any client
0:29Ready to review, not lodgedAny client
0:24Last year is the starting pointAny client
0:26It reads before it writesAny client
0:25One email, three things: sign, pay, invoiceAny client
0:27The closed loop: from the return to the client's inboxAny client
0:26Signed, then reviewed: sending a return for e-signature (Beta)Any client
0:28Monday ATO check: overdue returns, then FediPilot reads the prefillAny client
0:25Say it, it types: voice input at your cursorAny client
0:29Change one figure: the FediPilot workpaper recalculatesAny client
0:26Nothing leaves without you: approving an email in FediPilotAny client
0:29The messy client folder: FediPilot files it for youAny client
0:26It stops at the button: FediPilot and the Lodge buttonAny client
0:28An accountant's week, before and after FediPilotAny client
Individual
0:24One sentence starts the returnIndividual
0:25Two broker reports, one parcel registerIndividual
0:27Two owners, one rental: each share worked outIndividualRental property
0:21The ATO prefill, read through FedixIndividual
0:20The order of losses is yoursIndividual
0:23One request, the final emailIndividual
0:23The capital gains labels, filled in LodgeiTIndividual
0:25Shares, reconciled to the prefillIndividual
0:26A shares client, start to finishIndividual
0:20Talk about next year. FediPilot does this year.Individual
0:22The salary client's final emailIndividual
0:23The individual return, filled in Xero TaxIndividual
0:27Last year tells you what to ask forIndividual
0:28A salary client, start to finishIndividual
0:28Not zero: FediPilot leaves a missing cost base as an open questionIndividual
Rental property
- 0:27Two owners, one rental: each share worked outIndividualRental property
0:28A property trust, from the ledger to the returnRental propertyTrust
0:23The rental client's final emailRental property
0:23The loan redraw: a call that stays with youRental property
0:22The rental return, filled in LodgeiTRental property
0:26A rental client, start to finishRental property
Crypto
Sole trader
0:26The vehicle split, and the call that stays yoursSole trader
0:21You talk business. FediPilot does the books.Sole trader
0:23The sole trader's final emailSole trader
0:24One account, a whole year, two pilesSole trader
0:22The logbook says one thing, the client anotherSole trader
0:25A sole trader, start to finishSole trader
Company
0:29From the accounts to a Xero Tax draftCompany
0:28A company folder, sortedCompany
0:25Strategy with the director, accounts at the deskCompany
0:26Super that arrived lateCompany
0:28Loan repayments, split in twoCompany
0:26Last year's asset register, rolled forwardCompany
0:24The company's final emailCompany
0:26From the bank to a LodgeiT draftCompany
0:25The company return, filled in Xero TaxCompany
0:26The director loan: built for you, decided by youCompany
0:26A company year end, start to finishCompany
Trust
0:26Profit to net income, line by lineTrust
0:24Unpaid trust distributions, researched for youTrust- 0:28A property trust, from the ledger to the returnRental propertyTrust
0:26Last year's trust workpaper, carried forwardTrust
0:23The trust's final emailTrust
0:24You settle the distributionTrust
0:25The trust return, filled in Xero TaxTrust
0:24The resolution that wasn't signedTrust
0:28A family trust, start to finishTrust
0:27The hard question: a cited draft advice from FediPilotTrust
BAS and bookkeeping
0:25The quarter, then the client emailBAS and bookkeeping
0:22The BAS client's emailBAS and bookkeeping
0:25What only you know about the businessBAS and bookkeeping
0:27A year of bank statements, into the booksBAS and bookkeeping
0:23The file the client sent twiceBAS and bookkeeping
0:27A quarterly BAS from settlement reportsBAS and bookkeeping
0:27From bank statements to draft accounts in MyLedgerBAS and bookkeeping
Recorded runs
Full runs on fictional clients, start to finish. Nothing is lodged.
4:34A trading company, from bank statements to the ledger and the returnCompanyBAS and bookkeeping
1:59Voice input: speak in any app and the text lands at your cursorAny client
3:32A question on trust distributions, researched from primary sources into a draft adviceTrust
3:28A question on unpaid trust distributions after the Bendel decision, researched from primary sources into a draft adviceTrustCompany
3:56A question on super for subcontractors with ABNs, researched from primary sources into a draft adviceAny client
3:58A question on tax and GST when a home block is subdivided and built on, researched from primary sources into a draft adviceIndividual
3:54A question on tax residency after a move overseas, researched from primary sources into a draft adviceIndividual
4:08A property trust with a commercial unit and a house, from bank statements to the ledger and the returnTrustRental property
3:29A nine-entity client groupCompanyTrustIndividual
3:21Three rental propertiesRental propertyIndividual
3:57Shares, distributions and capital gainsIndividual
3:53A sole trader with one mixed bank accountSole trader
3:06Payroll and super at year endBAS and bookkeepingCompany
2:37A quarterly BAS from settlement reportsBAS and bookkeeping
3:13Crypto disposals and staking incomeCryptoIndividual
3:26Fixed assets, a finance loan and the company returnCompany
3:35A company year end from bank exports and invoicesCompany
3:40A family trust and its distributionTrust
1:13The FediPilot chat: ask in plain English and it works through the client's filesAny client
1:08The workpaper editor: change one figure and the calculation refreshesAny client
1:32File a client's documents into the practice's standard foldersAny client
1:02Email a document, and approve it before it leaves the firmAny client
Looking for product tutorials for the Practice Manager and MyLedger? They are in the tutorial library. Every short also has its own page with a transcript in Fedix Shorts.