Granting Accountant Access with Shareworks
Edited
Please grant TristanCPA access to Shareworks by following the instructions below.
Log in to your account.
Go to Company > Manage Users in the left menu.
Click on Actions > Add User.
Enter TristanCPA's information:
First name: TristanCPA
Last name: Accountant
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Permission: Edit