Granting Accountant Access with Maxio (SaaSOptics)

Edited

Please add TristanCPA as a user with the following information:

  • User role: Accountant

  • Name: TristanCPA Accountant

  • Username: ClientNameAccountant1

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

  • User Role: Accountant User