Granting Accountant Access with Notion

Edited

Please share your Notion page(s) with TristanCPA using the steps below:

  • Click Share at the top right of the Notion page you want to share with TristanCPA.

  • Click the Add people button.

  • Enter TristanCPA's information:

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

  • Access levels: Can Read

If you need to share access to your entire Notion account, let your TristanCPA representative know.