Granting Accountant Access with PNC
Edited
Log in to your account.
Click on Business Tools.
Select Account Delegation.
Enter TristanCPA's information:
Name: TristanCPA Accountant
Online ID: ClientNameAccountant1
Email address: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Select Statement Access for our subuser.
Save.