Navigate to Account in the navigation bar of your Dashboard.
Select Users & Roles.
Click Invite New User.
Enter Pilot's information:
First Name: Pilot
Last Name: Bookkeeper
Permission Level: Member
Pilot will receive an activation email.
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.