THE PILOTALL WAY
Run your professional office from one workspace.
Client relationships, daily work, requests, documents, reviews and accountability—together. Your whole office starts at $75/month, including up to 5 active internal team members; additional members are $10/month each.
Work from My Day
See recorded overdue work, today’s dates, waiting clients, approvals, follow-ups and renewal preparation. Open the relevant record or client without rebuilding the context.
Start a client with a complete setup
The onboarding wizard prepares the client, work template, owner, requested records, initial tasks, review handoffs, recurring authorization and office-entered dates as one atomic operation.
Make recurring administration repeatable
Use 22 accounting, tax and insurance presets with purpose, stages, date offsets, suggested roles and completion criteria. Authorized internal work is generated while the workspace is active or on request.
Prepare communication without copying between tools
Draft requests, reminders, notes and status updates from actual records. Download text/printable documents or open a short reviewed draft in your mail application. Automatic delivery and email reading are not claimed.
See responsibility and progress
Client 360, deadlines, manager workload, recorded time/capacity, office health and activity history use accessible office records. There are no invented savings, revenue or profitability metrics.
Current availability and limits
Public self-service signup, email confirmation, office onboarding, the 7-day trial and Lemon Squeezy checkout are available. Verified users can accept internal-team and client-only portal invitations. Essential account and invitation email is available. Binding signatures, server file upload/delivery/scanning, paid AI and unattended scheduling remain disabled. Document records are metadata; OCR is not malware scanning.
Software only
PILOTALL does not provide accounting services, tax filing, insurance brokerage, personalized consulting, legal advice or financial advice. Licensed professionals retain their judgments and authority.
Keep the client context together
Use people and business CRM records, additional contacts, custom fields, tags, assigned owners, office timelines and permission-scoped search. Review CSV imports before creating records.
Prepare client-facing work safely
Create operator-edited proposals and engagement templates, document-control records and signature preparations. Only explicit, separately authorized client projections are shared. Internal notes are not portal content. Binding signatures and file delivery remain disabled.
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 →