Granting Accountant Access with Plane (formerly pilot.co)
Edited
Please grant secure access to your Plane payroll account by following the instructions below.
Log in to your Plane account as an admin or a manager.
Click Company in your left pane
Click Admins and managers near the top right corner
Click Add new admin near the top right corner
Enter the following under Basic Information
First name: TristanCPA
Last name: Accountant
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Finally, click Add admin button