Granting Accountant Access with Earth Class Mail
Edited
Log in to your account.
Click Menu > Settings.
Click Manage Users.
Click Add user
Enter TristanCPA's information:
First name: TristanCPA
Last name: Accountant
Username: ClientNameAccountant1
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Role: Accountant