Granting Accountant Access with LTSE Equity (Captable.io)
Edited
Please follow these instructions to share access to your cap table with TristanCPA:
Log in to your account.
On the left panel, select the share icon (box with arrow).
Click on orange Share Cap Table button
Enter TristanCPA's information:
Access level: Detailed
First name: TristanCPA
Last Name: Accountant
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Click Send Invitation.