Connecting Pilot and...
Pilot will need the following steps completed to request access to your Paychex account:
- Please share your Company name and Paychex account number below.
- Reach out to your Pilot team, and let them know you use a Paychex account.
Pilot will use this information to request access. Once we've confirmed we've sent you a request, your Paychex account owner can follow the steps below to accept this request:
- Log into your Paychex account as the account owner.
- In your dashboard under "Tasks", click View All.
- Accept Pilot's request for access.
- Important: Pilot needs access to your Analytics and Reports in our administrator view. Please make sure you grant Plan Contact/Client Admin permissions.
- Notify your Pilot team that you've accepted our request for access
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.