Granting Accountant Access with Jeeves
Edited
Log in to your account.
Click on Team Management in the left panel.
Click Invite User.
Enter TristanCPA's information:
First name: TristanCPA
Last name: Accountant
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Role: Admin (or Accountant)
Address:
24 School Street Floor 2
Boston, MA 02108
Click Confirm Send.