Granting Accountant Access with Ramp
Edited
Please grant TristanCPA access to Ramp with the following steps.
Log in to Ramp using this link
Click on the Company tab on the left side of the page
Select the 'People' sub-tab
Next, select 'Accounting Firm (External)'
Enter TristanCPA's information
Email address: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Role: Accountant
Do not issue TristanCPA a physical or virtual card.
Click Send Invite.