Granting Accountant Access with Key Bank

Please grant TristanCPA access to Key Bank with the following steps.

• Log in to your account

• Click on “Tools”

• Manage Access

• Add New Sub-User

• Enter the following:

• Username: ClientNameAccountant1

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

• Click “Save”