Granting Accountant Access with Pulley

Edited

Please follow the steps below to add TristanCPA to Pulley.

  • Log in to Pulley.

  • Select Profile under the “Company” subsection in the left navigation

  • Then, click the Add Admin button at the top right of the “Admins” table.

  • TristanCPA's information:

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

  • Access Level: Read Only