Granting Accountant Access with Capshare
Edited
Please grant TristanCPA access to Capshare by following the instructions below.
Log in to your account.
Go to Company > Manage Users in the left menu.
Click on Actions in the top right corner.
In the dropdown, select Add User. access to Capshare by following the instructions below.
Enter TristanCPA's information:
Name: TristanCPA Accountant
Email address: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Access Level: View
Select Send Invite..