Granting Accountant Access with Banc of California

• Log in to your account.

• From the Administration menu, select Manage Users.

• Click Create New User.

• Enter TristanCPA's information:

• User ID: ClientNameAccountant1

• Name: TristanCPA Accountant

• Password: (choose a secure password and enter below)

• Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.​

• At the new User Roles page, select Do not copy user and do not select any of the three User Roles and then Continue.

• Please give TristanCPA view only access of "Account activity/statements",

• Under Services & Accounts, click add Deposit Account Reporting, Information Reporting and Statements and Documents.

• Entitle each relevant account for Information Reporting and Statements and Documents.

• No limits are necessary, click Continue.

• Verify the Setup and click Submit.

Please make sure to update the temporary password that you select below.