Granting Accountant Access with Invoiced

Edited
  • Log in to your account.

  • Go to the Settings section in the left sidebar of the app.

  • Click on Team in the Business Settings section.

  • Click Invite Member.

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

  • Click Invite.

An invite will be sent to TristanCPA.