Granting Accountant Access with Koinly
Edited
Prior to granting TristanCPA access to your Koinly, please ensure that you have purchased a Koinly Subscription plan (Newbie, Hodl, or Trader) based on the number of transactions you have for each year TristanCPA is doing your books
IMPORTANT: Koinly's Free plan does not provide the proper access required for TristanCPA's services.
Please grant TristanCPA access to Koinly by following the instructions below.
Log in to your account.
Go to the Settings section -> Team.
Click on +Invite.
Enter TristanCPA's email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.