Granting Accountant Access with Bill.com

If you do not yet have Bill.com account and would like us to create an account for, please let your TristanCPA account manager know and we can set it up for you. If you already have an existing Bill.com, please follow the instructions below to grant TristanCPA access.

• Log in to your Bill.com account.

• Hover over the Gear icon, then click Settings.

• Under Permissions, click Users.

• Click New.

• First name: TristanCPA

• Last name: Accountant

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

• Role: Accountant.

• Click Save.

• Check the following email preferences for our user:

• A bill is scheduled to be paid.