What Happens to Your Pilot Bookkeeping Account When You Die
Quick Facts
Service type
Startup bookkeeping
CFO services
May be active
Tax filing
May be included
Professional advice
Required
Step-by-Step Guide
Contact Pilot support
Reach out to Pilot to explain the situation. Ask for the status of all pending bookkeeping, tax filings, and any CFO advisory work in progress.
Estimated time: Day 1
Request complete financial deliverables
Ask Pilot to finalize all bookkeeping through the current period and deliver final financial statements — Profit & Loss, Balance Sheet, Cash Flow Statement.
Estimated time: Week 1
Clarify tax and compliance status
Confirm whether tax returns are pending, estimated tax payments are due, or any compliance deadlines are approaching. Get all details in writing.
Estimated time: Week 1
Download all data from the dashboard
Export all available reports, transaction records, and financial statements from the Pilot dashboard. Save copies locally and to cloud storage.
Estimated time: Week 2
Arrange transition or wind-down
Work with Pilot and a legal/financial advisor to either transition the bookkeeping relationship to a new business owner or properly wind down the engagement.
Estimated time: Month 1
Document Now Checklist
- Pilot login email and password
- Assigned bookkeeper/CFO contact
- Subscription plan and services included
- Whether tax filing is part of the plan
- Connected financial accounts
Last verified: June 2026. Platform policies may change. Verify current procedures directly with Pilot Bookkeeping. This guide is for informational purposes only and does not constitute legal advice.
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