Granting Accountant Access with Homebase
Edited
Log in to your account.
Go to the Team tab.
Click the Add button in the upper right corner.
Select Add to team directly.
Enter TristanCPA's information:
First name: TristanCPA
Last name: Accountant
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
General Manager permissions
We will receive and accept an invitation to Homebase.