Granting Accountant Access with Routable
Edited
Please grant TristanCPA access to Routable by following the instructions below.
Log in to your account.
Go to profile in the bottom left corner, and click Invite a team member.
Enter TristanCPA's information:
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Title: Accountant
First name: TristanCPA
Last name: Accountant
Role: Accountant