Granting Accountant Access with Sequoia One
Edited
Log in to your account.
Click on HR Services, new administrator to submit a new request for a new administrator for TristanCPA with the following information.
Name: TristanCPA Accountant
Title: Accountant
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Preferred Username: ClientNameAccountant1
Permissions: Read-only access