Granting Accountant Access with BlueVine
Edited
Please grant TristanCPA access to Blue Vine by following the instructions below.
Log in to your account.
Go to Profile & Settings on the left panel.
Select Account Access.
Click on Invite user.
Click the dropdown and select + New user.
Enter TristanCPA's information:
First name: TristanCPA
Last name: Accountant
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Role: Accountant
Click Invite.