Granting Accountant Access with Clerky
Edited
Please grant TristanCPA access to Clerky by following the instructions below.
Log in to your account.
Click Teams in the main navigation at the top of the page.
Select your team.
Click + Add Collaborator on the Collaborators page.
Enter TristanCPA's information:
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Permissions: Read.
Check: Automatically added as an observer on documents sets
Click Add Collaborator.