Connecting Pilot and...
Please grant Pilot access to Clerky by following the instructions below.
- Log in to your account.
- Click Teams in the main navigation at the top of the page.
- Select your team.
- Click + Add Collaborator on the Collaborators page.
- Enter Pilot's information:
- Email: firstname.lastname@example.org
- Permissions: Read.
- Check: Automatically added as an observer on documents sets
- Click Add Collaborator.
Who are you and why should I trust you?
Pilot provides bookkeeping, CFO, and tax services for literally thousands of startups and growing businesses. We've successfully processed over 10 million transactions for our customers and have unparalleled expertise when it comes to accurately categorizing financial data.