THE PILOTALL WAY
Tax-office operations
Track client intake, requested records, preparation handoffs, review stages, approvals and office-confirmed dates. PILOTALL does not prepare or file returns or determine statutory deadlines.
Daily visibility
My Day, Client 360, recorded deadlines and office health show actual accessible records and their owners.
A repeatable start
Use professional presets with planning dates, requested records, assigned tasks and internal review criteria. Adapt them to the agreed engagement scope.
Prepared communication, controlled delivery
Prepare factual requests and follow-ups. Native email opens a reviewed draft; general campaigns, bulk external provisioning and file uploads remain disabled. Verified clients can accept their scoped portal invitations.
One office plan
$75 USD base per office/month (5 active internal members included; $10 for each additional active internal member). A 7-day trial and verified Lemon Squeezy checkout are available.
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 →