Granting Accountant Access with Avalara
Edited
Please grant TristanCPA access to Avalara by following the instructions below.
Log in to Avalara
On the "Settings" tab, click Users.
On the "Manage Users" screen, click Add a User.
Enter TristanCPA's information:
First Name: TristanCPA
Last Name: Accountant
Email Address: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
User name: ClientNameAccountant1
Access Level: Company
Permissions: Read-only access
Click Add and Send Invite.
An email will be sent to TristanCPA with a temporary password.