Granting Accountant Access with City National Bank

Login to your City National Bank

• Click on Admin in the top menu panel

• Then click on Users

• Click +Create User

• Enter TristanCPA’s information:

• Name: TristanCPA Accountant

• User ID: ClientNameAccountant1

• Address: 24 School Street Floor 2, Boston, MA 02108

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

• Click Save

• Next, click the TristanCPA Accountant user you created for us, then click Edit Details to the right of View User

• Then click on the Bank Services tab

• Check Business Suite and click Save

• Then click Set Specific Permissions and set the following permissions

• Payments: Leave all Unchecked

• Reporting:

• Check Select All

• Balance & Transactions:

• Check Select All

• Statements

• Check Select All

• Payment Reports

• Check Select All

• Recurring Payment Exceptions Report

• Check Select All

• Checks and Stops Inquiry

• Check Select All

• Click Continue at the bottom of the permissions

• Under Bank Accounts

• If TristanCPA should have access to all bank accounts

• Check the All box in the light blue row at the top named Apply to All Current and Future Accounts

• If there are only specific accounts TristanCPA should have access to

• Check the All box next to each account required

• Click Update at the bottom of the permissions section

• Then click the check box next to Please confirm that you have made all required updates before submitting

• Click Submit