Granting Accountant Access with Guideline
Edited
Please add TristanCPA to Guideline by following the instructions below. You must be a Plan Sponsor to add TristanCPA.
Log in to your Plan Sponsor dashboard.
Click on your company name in the upper right corner.
Select Settings.
Scroll down to the Add Collaborators section.
Click on the Add a Collaborator button.
Enter TristanCPA's information:
First name: TristanCPA
Last name: Accountant
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Collaborator type: Finance Collaborator
Click Save.
TristanCPA will receive a notification to claim their account.