Go to "Account Access" in the Your Account dropdown in the top right corner.
Click Get Started
Approve Terms and Conditions.
Enter Pilot information:
Name: Pilot Bookkeeper
Email: Email: username@vip.pilot.com
Select Relationship: Bookkeeper/View Access
Select the accounts you want to give us access to.
If prompted, create and provide access question(s) and answer(s) below (Pilot will need to answer these when setting up our profile).
Submit to send the invitation.
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.