THE PILOTALL WAY
Your first verified office session.
A real identity, an active membership, and records that remain after a restart.
Sign in securely
Use your verified account. Email confirmation is required; anonymous access remains disabled. Never paste a password or API key into a support message.
Create an office if prompted
Office onboarding creates the office and owner membership through the reviewed server flow. Switching profession never grants a different role or office.
Create your first records
Open Clients, add a record, then create a task with the relevant workflow. Review the saved version before editing. Refresh after any unconfirmed network outcome instead of repeating a write.
Choose a professional view
Accounting, tax, and insurance views use the same authorized office data. They are workflow entry points, not separate privileged accounts.
BUILD TRUST INTO THE WORK
Start with a verified workflow.
Explore the product and its current limits before connecting a provider.
Read the getting-started guide →