Granting Accountant Access with Citizens Bank
Edited
To add TristanCPA as an authorized user:
Log in to your account.
Click on My Accounts on far left<
Click Manage Users on the far right
Click the Add New User button
Fill out the form as necessary with the below info:
First Name: TristanCPA
Last Name: Accountant
User Name: ClientNameAccountant1
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Click Next to advance to assign permissions.
On the "Accounts Setup" page:
Select the Active option for the accounts.
For each of your account, select the Register option.
For each of your account, select the Statement option.
Select Next to save.